Millennials

While it sometimes appears that younger generations cop the brunt of criticism (either for buying too much or not buying enough), a major theme is emerging where the...

Remember when debt was debt. Those were the days. When if you didn’t have the cash you didn’t buy anything. When there was a thing called “Saving up”. Remember that?...

One way investors can structure their portfolios is around ‘supertrends’ – long term themes that capture the major societal shifts underway, according to Andrew...

There are few long-term investing themes as powerful as demographic trends, and the rise of Millennials as the biggest cohort of consumers is a prime example. We sat...

The concept of the “Asian Consumer” has captured the attention of many investors. However, talking about the Asian Consumer as a homogenous group is misleading. A...