The rise of millennials, digital consumption and shifting demographics are among the big trends reshaping the consumer sector. How does the 2020 pandemic affect them?
In this week’s podcast, Pamela Woo, head of US Equities and manager of the Consumer Innovators strategy, talks to Daniel Morris, senior market strategist, about the impact of the pandemic on consumer trends and themes.
This podcast is part of a series articulating our investment views and strategies during the COVID-19 crisis.
For more on the virus, the economic fallout, and the implications for financial markets and investors, read our series of weekly updates. If you need further information on our strategies or investment policies, please contact your dedicated client relationship manager.
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