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Consumer

How COVID-19 Changes China

Vivian Lin Thurston, CFA, Partner
Global Equity

We have consistently been attracted to three investment themes in China—healthcare, consumer, and technology—and believe COVID-19 enhances the opportunities they present. Watch the video or read the recap below. https://www.youtube.com/watch?v=WPUTw9lqyik&feature=emb_logo We have consistently been attracted...

Consumer Trends Drive Big Changes for Companies

Kwesi Smith, CFA
Global Equity

Consumer consumption trends continue to evolve: Consumer habits are changing, the rise of influencers is shaping consumption, voice technology is changing purchasing, and companies have lost control of distribution. But what can brands do to...

Changing Consumer Consumption Trends

Kwesi Smith, CFA
Global Equity

Consumer behavior is changing, and to be successful, brands have to keep up—but many are struggling because they feel like the inmates are running the asylum. They can’t control the marketing message or the distribution...

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