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Insights

Finding those growth niches prospering in the shadow of ‘big tech’
Finding those growth niches prospering in the shadow of ‘big tech’
Common wisdom has it that ‘big tech’ is a winner-takes-all industry.
03-12-2021 | Insight
Ecommerce frenzy puts last-mile delivery under the spotlight
Ecommerce frenzy puts last-mile delivery under the spotlight
Fast grocery delivery operator Getir saw its valuation reach USD 7.
21-07-2021 | Stunning statistics
The future of food and wellness – watch the discussion
The future of food and wellness – watch the discussion
Healthy appetites are a thing of the future, according to these trend investors
11-05-2021 | Video
Value vs. growth in trends – watch the debate
Value vs. growth in trends – watch the debate
Trends investing is often characterized by a growth approach.
30-04-2021 | Video
Trends: Here today, here tomorrow – watch the show
Trends: Here today, here tomorrow – watch the show
We explore the power of trends in this fast-paced multimedia event, featuring investment research and debate.
15-04-2021 | Video
The future of food will be healthier and more sustainable
The future of food will be healthier and more sustainable
The increased focus on health and well-being is impacting all aspects of consumer spending.
14-04-2021 | Insight
The ‘caring economy’: Resilient growth in uncertain times
The ‘caring economy’: Resilient growth in uncertain times
Health and wellbeing concerns are becoming increasingly prominent in consumer spending decision making.
01-04-2021 | Insight
Amazon smashes Italy on R&D
Amazon smashes Italy on R&D
US tech giant Amazon single-handedly spent more on research and development (R&D) than Italy in 2019, and even more so in 2020.
23-02-2021 | Stunning statistics
Consumer trends in 2021: The future of commerce and the caring economy
Consumer trends in 2021: The future of commerce and the caring economy
The Covid-19 pandemic suddenly accelerated some of the shifts our Global Consumer Trends strategy aims to benefit from.
21-01-2021 | Insight
Trends and thematic investing: cutting through short-term noise
Trends and thematic investing: cutting through short-term noise
A growing body of academic literature shows that only a small number of listed stocks account for most of the long-term shareholder value created in the stock market.
16-11-2020 | Insight
Streaming is the future of media
Streaming is the future of media
Digitalization of consumption is one of the trends our Global Consumer Trends strategy focuses on.
23-07-2020 | Insight
Pet care market: well-prepared to weather the Covid-19 storm
Pet care market: well-prepared to weather the Covid-19 storm
Broad-based socio-demographic shifts are among the structural changes that form the focus of our Global Consumer Trends strategy.
08-06-2020 | Insight
Covid-19 driving trends: a foot on the brake or the accelerator?
Covid-19 driving trends: a foot on the brake or the accelerator?
The unprecedented global policy response to the Covid-19 outbreak has brought us into uncharted territory regarding its future socio-economic fallout, and therefore presents major navigational challenges for investors.
13-05-2020 | Insight
Online meal delivery: Growth potential intact despite Covid-19 headwinds
Online meal delivery: Growth potential intact despite Covid-19 headwinds
The digitalization of consumption is one of the structural changes our Global Consumer Trends strategy focuses on.
28-04-2020 | Insight
Consumer trends in 2020: food delivery, humanization of pets and streaming wars
Consumer trends in 2020: food delivery, humanization of pets and streaming wars
New year, new investment ideas?
21-01-2020 | Insight
‘With tech companies we need to be very vigilant’
‘With tech companies we need to be very vigilant’
In our latest podcast, portfolio manager Jack Neele talks about the tricks of the trade in trends investing.
20-09-2019 | Podcast
Buying cheap is an expensive business
Buying cheap is an expensive business
One of the most frequent questions I have been asked in recent years concerns valuation.
09-09-2019 | Insight
The key consumer trend of 2019: health and wellness
The key consumer trend of 2019: health and wellness
There is no denying that young consumers care about their health.
15-05-2019 | Insight
The rationale for trends investing
The rationale for trends investing
Everybody loves a good story, but there’s more to trends investing than just good stories.
06-09-2017 | Research
Seven reasons for the rise of retailer Zara
Seven reasons for the rise of retailer Zara
The company Inditex* may not be a well-known name outside Spain, but its flagship brand Zara certainly is.
09-09-2014 | Interview
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