Thematic equities

Seeking growth and performance through disruptive long-term trends.

How could single household spending sway prestige brands?

How could single household spending sway prestige brands?

The rising proportion of one-person households, globally, is set to drive discretionary spending in the future.

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Robotics and an aging population

Silver spending

Our ageing population is presenting a number of economic opportunities. The rapidly growing older demographic is set to become a major lead market for many commercial sectors, especially those connected with discretionary spending.

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What’s next for athleisure and how are prestige brands taking it forwards?

What’s next for athleisure and how are prestige brands taking it forwards?

Athleisure has proven to be popular. Prestige brands that are capable of establishing and maintaining a competitive position offer investment opportunities.

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Robotics and an aging population

Robotics and an aging population

In many developed countries, the number of retirees is growing up to three times faster than the number of younger people. There are two reasons robots come in handy in an older population. The first reason is that robots can replace human labour. The second reason is that a growing number of older people creates entirely new markets for a wide range of new robots.

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The rise of the millennials and Generation Z

The rise of the millennials and Generation Z

Younger consumers prioritise brands which have incorporated sustainability into their business models. Their collective spending power should be another strong motivator for brands.

Millennials – those born between 1981 and 1994 – and members of Generation Z – those born between 1995 and 2009 – value sustainability. 

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how healthy is the silver economy?

how healthy is the silver economy?

An ageing population is one of today’s megatrends that is forcing us to rethink a number of established norms. New challenges require new solutions and wellbeing in the broadest sense is one field where we see a number of very exciting ideas and investment opportunities.

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In conversation: Juan Mendoza

In conversation: Juan Mendoza

Juan Mendoza is the portfolio manager of the LO Funds – Global Prestige fund. In this Q&A, he explores the significant long-term structural trends that we believe will have far-reaching implications for our sector. In addition to strengthening existing brands, they stand to fuel the creation of new prestigious brands.

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