consumer retail
Millennial 'buy less, buy better' ethos changing the retail sector
In 2020, five people will enter the growing global middle class every second, reinforcing the secular, long-term appeal of discretionary consumer spending, and consequently, the luxury sector.
India: Reform is coming, but not just yet
Finding companies ahead of the growth trend
Saudi Aramco listing shines spotlight on reforming Saudi Arabia
Natural resource and population tailwinds
EMD yields look attractive but beware political risks
After a volatile Q4 2018 when credit spreads widened but government bonds rallied due to safe-haven flows, fixed income markets across different categories have delivered strong returns so far this year.
What have been managers' best and worst trades of the year?
The stocks to remember – and the ones to forget
Consumer goods stocks under threat from deforestation
Companies with FRC exposure must 'up their game'
Managers maintain faith in key UK high street names
Black Friday looks like anything but for beloved companies
Five payment innovators that are the future darlings of the tech space
Secular long-term shift offers 'rich opportunities'
Black Friday: Morningstar's top ten undervalued UK stocks
Which unloved companies are showing signs of a comeback?
Five themes reshaping the property landscape
What factors are shaking the sector at its foundations?
Plant-based protein: Latest fad or long-term trend?
Assessing the growing popularity of meat-free alternatives
The flight path to ruin: Thomas Cook demise is a 'wake-up call' for high street brands
What lessons can be learned from travel company's collapse?
'Excited' RWC duo predicts bond bubble burst will prompt rally in value stocks
Conscious of the vast risk of value traps
Spotting value traps in a growth market
The stockmarket has been challenging for value investors over the last few years and this May was particularly difficult.
Reasons to be positive on European equities
Region's equities are providing route to emerging market growth
Finding market leaders in the NEXT economy
Which tech firms and trends are blazing a trail?
How to navigate the minefield of UK plc
We see far too many examples of management teams across 'UK plc' failing to act in the interests of the stakeholders of the companies they are employed to run.
Fidelity's Wright: The UK's most shorted stocks - and why I own two of them
Which companies are on the list?
Martin Gilbert: What happens in investing, stays in investing
'Boring' investors pay off in the long run
On trend: How to benefit from millennial spending habits
Staying on the pulse of young consumers' tastes
GAM: Five ways to find opportunities in battered retail stocks
How to revive fortunes in the high street
Square Mile: Japanese equities will still reign supreme after Emperor Akihito's abdication
New era, but same success stories
The unloved UK sector with strong long-term prospects
Retail companies could exceed expectations
Tapping into the superior business models of disruptors
While we are stock-pickers, we do not ignore the business cycle; analysing it helps us determine when to allocate capital to certain companies.
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