fashion retail

Shifting consumer trends

Which companies flourished and floundered since 1995?

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.

Region's equities are providing route to emerging market growth

Staying on the pulse of young consumers' tastes

How to revive fortunes in the high street

Retail companies could exceed expectations

While we are stock-pickers, we do not ignore the business cycle; analysing it helps us determine when to allocate capital to certain companies.

How have consumer habits changed since the 1800s?

Which names made the list?