Kirkman focuses on change amid turmoil

JPM manager looks for patterns of change in global consumption on one-year-old Global Consumer Trends vehicle

Peter Kirkman's JPM Global Consumer Trends fund celebrates its first anniversary this week. Launching a vehicle that aims to capitalise on the spending of the global consumer at the point the world delved into an international recession was a brave move - and a fact not lost on Kirkman. However, he says the climate has presented exciting opportunities and it is more pertinent to concentrate on changes taking place in global consumption rather than whether or not total consumption is increasing or decreasing. Kirkman says by identifying companies that tap into these changes he will be ...