Equity research in-depth: How Consumer Behavior Is Changing
The first in a new series of commentary from the global equity research team, our experts explore the longer-term implications the global pandemic will have on consumer preferences with a focus on the remote workforce, adoption of online alternatives and increased consumer savings.
How Consumer Behavior Is Changing
Shane Duffy, Portfolio Manager in the International Equity Group, and Mark Ferguson, Global Head of Research for Equities, discuss the recent shift in consumer preferences including: Working from Home, the adoption of online alternatives and increased consumer savings.
The Impact of Governance and Social Factors on Portfolio Construction
Leon Eidelman, Emerging Markets and Asia Pacific Equities Portfolio Manager, and Jennifer Wu, Global Head of Sustainable Investing, discuss ESG/Stakeholder prioritization, higher taxation and the rising importance of healthcare on portfolio construction.