Equities
With few things certain in life, we enter the new decade with a year of significant transition for a number of governments and institutions. A trawl through economist research across sell-side broker houses reveals a balance of glass half full and half empty views on the outlook for 2020. However, we sit in the cautiously optimistic camp, and see opportunity ahead for decent equity market returns. ;
Equities
Unquestionably, sustainable investing and a growing consideration for ESG factors are increasingly important trends for investors. An affinity with sustainability has also had a big impact on the wine industry, where its implementation is on course to re-shape the future of winemaking. ;
Equities
“Software is eating the world” is the rather apt slogan adopted by venture capital firm Andreessen-Horowitz. It also helps to explain the creative, cross-industry partnerships that are emerging, in what is fast becoming a digital revolution. But do these partnerships really work?;
Equities
I have a confession to make: I’ve never been the biggest fan of the British takeaway. I realise, however, that based on industry data I’m clearly in the minority. In the era of platform economies, global food aggregators such as Just Eat and Deliveroo have risen to meet the demands of the great British appetite. This is driving considerable change in consumer behaviour and potentially offers tasty returns for investors in the process.;
Equities
It will come as no surprise that the food retail industry is rapidly evolving, especially in the area of automation. A few months ago, I attended Redburn’s “The Incumbents’ Response” food retail conference, which provided a fascinating insight on the threat of disruption. It was evident that access to advanced technology and logistics platforms are key to shaping future success. One company driving this move is Ocado.;
