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.