GAM Investments' fund managers discuss key themes that enable investors to find opportunities in a disrupted sector.
GAM Investments' fund managers discuss key themes that enable investors to find opportunities in a disrupted sector. In recent years, the retail sector has undergone a major structural change owing to the rise of internet shopping and consumers engaging in new ways to shop. It has been a rough ride for high street retail over the past few years, with a number of well-known retailers entering administration, prompting thousands of job losses and triggering widespread fears about the outlook for the industry.
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