Disruption in global consumer behaviour
It is a compelling time to invest in the unprecedented shift in consumer trends. Increasing connectivity and technology is changing how we shop, consume our media, spend our leisure time and make decisions.
These trends are driving massive share-shift globally and creating an excellent environment for fundamental research.
Change is the fuel for growth
Technological innovation has ushered in a period of disruption within the consumer sector, where market share is shifting between companies, creating new winners and losers, with some of yesteryear’s heroes fading away as new stars rise…
Our growing wireless network consumption
Our world has become increasingly connected, and the adoption of mobile devices has a large part to play in that trend…
Media and music on demand
No other device has embedded itself into our lives to the same extent as the smartphone. We take it with us wherever we go, and those who have accidentally left it behind…
The future of video games
Video games have come a long way since the days of Atari. The consoles have become smaller, the graphics slicker, while the internet now allows you to play video games with friends and almost anyone around the globe…
The changing face of retail
Long before ‘internet’ was a word, a company called Sears, Roebuck & Company (Sears) capitalized on the new mail and railroad systems of the 19th century and began to mail out brick-like catalogues across America…
Invesco Global Consumer Trends Fund
Disruption in consumer behaviour is driving large shifts in market share between companies, creating winners and losers and an excellent environment for bottom-up fundamental research and stock picking – the keystone of our investment process.