Advertising spend was huge during lockdown, but it's not the traditional players who are benefiting. This changing market highlights some of the difficulties with 'value investing' at a time of technological change.
Fund manager interview: maintaining a global focus
With economies looking towards a post-Covid world and concerns around inflation growing, we talk to the manager of the Global Focus strategy about what 2021 might have in store
The future for retail - embedding new habits and shopping with purpose
Covid-19 has seen an acceleration in the take-up of e-commerce retail sales, as well as an increased awareness of the social and environmental implications of consumption
Fund manager interview: maintaining a global focus
With economies looking towards a post-Covid world and concerns around inflation growing, we talk to the manager of the Global Focus strategy about what 2021 might have in store
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