Thematic investing

Global Consumer Trends

Consumer tastes and technological innovation are always on the move. The Global Consumer Trends strategy invests in the best of global companies that are keenly attuned to both. These companies are poised for strong growth as they blend innovation, convenient service and cost discipline to keep pace in the race to capture consumer hearts and economic profits.

40
% of US consumers that receive news via online platforms
1.7
billion, number of shoppers in the consumer class in China and India through 2030
425
billion USD, annual cost of treating obesity-related diseases in developed nations

Why invest in consumer trends?

Technological adoption, wealth accumulation, and healthy populations sum up the key drivers in consumer spending across the globe. From e-commerce and cashless payments to personalized and subscription-based products, Big Tech has enhanced the entire shopping experience and AI promises to continue the drive.

Moreover, rising incomes, living standards, and internet access in emerging markets are creating huge opportunities among fresh swaths of product-hungry and underserviced consumers.
A keen consciousness on health, hygiene and well-being is building across generations and geographies, creating demand for consumer goods that promote good nutrition, fitness, and personal care.

The strategy

The Global Consumer Trends strategy invests in leading companies creating products and services in response to these robust global trends. It is distinguished by its balanced approach that offers diversification across multiple trends, multiple customer segments, and multiple geographies.

Diversification is further enhanced through a combined exposure to innovative newcomers and incumbents with cash, scale, and global recognition. The result is a global portfolio ideally positioned to capture superior returns in up and down markets.