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Field Notes: How a fund manager judges consumer brand health
Consumer-facing companies live or die by the strength of their brand. But monitoring a brand's health means looking beyond the company’s financial reports.
Rich Pickings podcast: Where next for consumers and a download from Silicon Valley
Fresh from Silicon Valley, Hyun Ho Sohn and Jonathan Tseng join Richard Edgar to discuss how the tech sector is faring.
Just the ticket: Fashion consumers want more clarity from retailers on sustainability
What’s in a label? Specialist reaction-time testing suggests clearer signalling on sustainability could play a role in turning the tide on what consumers buy.
The Investor's Guide to China podcast: Demographics
China’s labour pool is shrinking as the population ages. How people save and invest signals challenges and opportunities for China’s pension system.
July's Rich Pickings podcast: Beware the consensus - what the US election means for investors
"There are more similarities between Trump and Biden than people realise," says Portfolio Manager Aditya Khowala in this month's Rich Pickings.
European retail recovers, but luxury needs big spenders
It is still unclear time how much of this recovery is just pent-up demand that will subside and how much of it is sustainable as furlough support fades.
What I've learned: Aneta Wynimko on neuroscience, brands and a pair of Levi's jeans
Aneta Wynimko, consumer equities, recalls how she was affected by finally getting the jeans she wanted as a teenager growing up in Poland in the 80s.
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