LVMH

Consumers have never been more fickle, in a world of fast fashion and next-day delivery. Covid has further upended our purchasing behaviours and expectations. Against...

Welcome to Magellan Minutes, a new investment insights initiative in which senior members of our investment team dissect the markets and take a deeper look into the...

During the GFC, most retailers were forced to deeply discount their products in order to try and survive. Louis Vuitton Moet Hennessey (LVMH), the world’s largest...

The Asian middle class is set to explode in the coming decade, and Australia is set to benefit in more ways than one. Australian investors, in particular, have a...

France-based LVMH, which sells fashion, alcohol, watches, jewellery and cosmetics, is the world’s leading personal-luxury-goods company. In its 2018 annual report, the...

China’s middle class is expected to double to over 600 million people in the next five years, according to global asset manager Magellan Financial Group. The upper...

A journey through the lower level of any department store around the world will show an investor the extraordinary disruption that has been laid bare by the likes of...