Why Today's Headwinds Have Accelerated a Multi-Generational Shift
The energy transition is rapidly accelerating. Portfolio managers Jodie Bannan and Liam Farlow...
Off-Price but On-Trend: Discount Retailers Taking Market Share
The reversal of pandemic spending trends was a common challenge for retailers planning inventory...
Sportswear: Fashionable On and Off the Field
In a world of big numbers, powerful brands in global sportswear look advantaged as they pursue...
The Chinese Property Market: The Most Important Industry Globally Which Few Understand
A property implosion was 2022’s China crisis narrative. We have owned Chinese property companies...
Boom, Bust and Disruption in the Furniture Industry
The pandemic had a dramatic impact on the US furniture and homewares industry. Consumers stuck at...
Healthy Investor Scepticism Returning to Markets
As we head into the final months of 2022, it’s worth taking a step back and reviewing the past 10...
Japan in the First Innings of a Digital Shift
Japan was recently declared the #1 tourist destination in the world according to the 2021 Travel...
Asia ex-Japan Market Update
The last 12 months have been a tough period for markets in the Asia region. Only two markets in...
Getting Personal in Consumer Staples
The two great growth drivers of consumer staples sales, product premiumisation and increasing...
Fast and Not so Fast Food
US “fast-casual” restaurants Wingstop and Shake Shack have delivered very different operating...
A Postcard from NYC: Pets, Pools and Price Increases
The shift in work and home dynamics since the onset of the pandemic has been a boon for consumer...
The Paradox of Cycles
Central to the perpetuation of stock market cycles are emotions: excitement, hope, avarice...
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