Finding profits from the world’s consumer spending
Swetha Ramachandran, manager of the Artemis Leading Consumer Brands fund, talks about the rise of the global consumer.
With a growing middle-class, a move to a ‘buy less, buy better’ mentality amongst shoppers, and Millennials and Gen-Z consumers driving a larger share of revenues, Swetha argues that there are real investment opportunities in leading consumer brands with robust pricing power to create profits.