There has been a lot written on the changing consumer world and how digitalisation has started to reshape it.
A long list of losers has been already priced in by the equity market. But here we wish to focus on a small group of exceptional consumer goods companies, which might actually turn the ongoing transformation...
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David Cumming, Aviva Investors' chief investment officer for equities, remains positive about UK stocks despite a pummelling in 2018
Equities overweight down to 3%
Relates to 136 million transaction reports
Patience must be a watchword