Online life is now just ‘Life’

May 2022

We shared how changing consumer behaviour has created predictable, investible trends – but not always in the most obvious places.

How the pandemic has accelerated digital transformation – but there is still a long way to go.

How businesses are adapting to benefit from the growth in e-commerce.

How our portfolios are positioned for this meshing of the virtual and the physical.

Key topics (and timings)

1.     The digital transformation (1:28)

2.     The endless aisle (6:56)

3.     Ecommerce to everywhere commerce (12:37)

4.     Tip of the iceberg (18:43)

5.     Conclusion (28:20)

Q&A

1.     Where and when does inflation peak? (30:20)

2.     How does Sustainability fit into the online life trend? (33:33) 

Disclaimers
• Past performance should not be seen as an indication of future performance.
• The value of investments and the income from them may fluctuate and are not Guaranteed.
• Investors may not get back the whole amount they have invested.
• Changes in rates of exchange between currencies may cause the value of investments to diminish or to increase.
• This is not a financial promotion.