JB Beckett: Killing the high street one smile at a time?

The Amazon effect

As we emerge, stumbling and shaken from a two-year pandemic and socially-remote reality, what are the long-term Amazon effects on the way we shop, our high streets and retail businesses? And how are our portfolios playing a role?

Covid-19 arrived at a period of peak consumer apathy towards what internet shopping was doing to physical shopping. It had accelerated a secular trend to ‘click and drop', over the previous dominant form...