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Disruption and Survival in the Consumer Market

By
James Halse,
User

Jamie joined Platinum in 2011 as an analyst covering consumer stocks and became portfolio manager of the More

18 Dec 2019

The rapid adoption of new technologies is transforming consumer behaviour. Jamie Halse, portfolio manager for the Platinum International Brands Fund explains how the consumer team differentiates between the 'disruptors', 'thrivers', 'survivors' and 'untouchables', and the investment opportunities this creates.

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