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Weight Loss Economics: The Obesity Drug Wave & Influence on Food Consumption

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Infusive's Guide to Snacking

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Our Consumer Big Ideas

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  • We take you on a journey to 2030, detailing the factors and drivers, that we believe, will shape consumer behaviour and activity.

  • Our Big Ideas represents the culmination of extensive research from our investment team, with over a century of combined experience, across our three global offices.

  • We have studied consumer behaviours throughout history and the emotional connection people have with products and brands.

  • The presentation focuses on the "Great Interconnectedness" - unstoppable demographic and technological change that will supercharge select consumer activity, with compelling economic metrics. We haven't detailed specific opportunities here.

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‡ This Representative sample (i) has not been selected based on size or performance (i.e. not top 10 holdings) (ii) Selected by Infusive to be a representative sample of industries and geographies currently in the portfolio (iii) reflects positions currently in the fund (iv) is subject to change. â€‹

Gyde Equities Limited is a company registered in Guernsey with company number 71647, having its registered office at 55 Mount Row, St Peter Port, GY1 1NU, Guernsey.

Infusive Asset Management Limited is a company incorporated in England with registered number 09044563 with its registered office at Botanic House, 100 Hills Road, Cambridge CB2 1PH, UK.

Infusive Asset Management Inc. is a company incorporated in Delaware, United States of America (No. 5316954). Infusive Asset Management Inc. is registered with the U.S. Securities Exchange Commission. Infusive Asset Management Pty Limited (ABN 93637605022) is a Corporate Authorised Representative (No. 1282095) of Sanlam Private Wealth (AFS License No. 337927), in Australia and trades under the name, Infusive.

Infusive Asset Management Pty Limited, Infusive Asset Management Limited and Infusive Asset Management Inc. are subsidiaries of Gyde Equities Limited.

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