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Insights

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
Meet the many trends shaping the future of commerce
Meet the many trends shaping the future of commerce
Ecommerce benefited significantly from the Covid-19 shock.
07-07-2021 | Insight
Covid-19 magnifies the need for humanity to go on a diet
Covid-19 magnifies the need for humanity to go on a diet
Nearly a third of the global population have gained weight since the start of the Covid-19 pandemic.
20-05-2021 | Stunning statistics
Rotation, rotation, rotation
Rotation, rotation, rotation
I’ve always been taught that the three most important characteristics for determining the value of real estate such as homes are location, location, location.
12-05-2021 | Graph of the week
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
The happy few
The happy few
Horatio Alger (1832-1899) was an American writer whose novels often told stories of poor boys who, through hard work and determination, achieved great success.
01-04-2021 | Graph of the week
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
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
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
Every dark cloud has a silver lining
Every dark cloud has a silver lining
The unprecedented market volatility presents opportunities for discerning equity investors.
18-03-2020 | Video
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
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
Five things you should know about trends investing
Five things you should know about trends investing
How can you find tools that separate long-term investment opportunities from short-term hypes?
15-03-2019 | Insight
Consumer trends in 2019: smart speakers, India and well-being
Consumer trends in 2019: smart speakers, India and well-being
Steady as she goes?
04-02-2019 | Insight
Strong brands: Ticket to strong performance
Strong brands: Ticket to strong performance
In a world of exploding product choice, consumers increasingly need to cut through the noise to make informed purchasing decisions.
07-10-2016 | Research
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