
Senior Portfolio Manager Ido Cohen
Bachelor of Science in Economics
A research-based, global strategy of equities focused on capturing changes in consumer trends, including those driven by increased digital connectivity, shifting demographics, improving standards of living and evolving artificial intelligence.
See all strategy detailsWe believe it is a compelling time to invest in the consumer space because we are in a period of disruption. Technology is changing where we shop, how we shop, how we consume media, how we travel, and as a result: how we spend our discretionary income.
The fund invests in companies which are capturing changes in how consumers globally spend either their time or their money. This opportunity set changes over time along with consumer trends, but includes companies across market capitalizations and sectors but especially in the consumer discretionary and communication services sectors.
We currently see opportunities in a number of themes, such as
The strategy managers use a continuous process of identifying companies with high-quality earnings growth and potential for favourable capital appreciation. The investment team employs a three-pillar approach to the investment process:
Unprecedented technology shifts call for forward thinking and active management that is better equipped to capture tomorrow’s market share winners than backward looking passive strategies.
Access the Invesco Global Consumer Trends product page to view KIDs/KIIDs and factsheets. The investment concerns the acquisition of units in an actively managed fund and not in a given underlying asset.
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Ido Cohen and Juan Hartsfield have managed the strategy for over 10 years, and they have a combined 50+ years of industry experience.
Our process is a bottom-up fundamental research approach, which is crucial when looking for disruptive trends. You need to conduct company-level research to understand which products are gaining market share and why, and how consumer behavior is changing.
The 2025 equities outlook is improving. Balance sheets look healthy, and many stocks are attractively valued, though geopolitical risks remain. Find out more.
European equities are trading at attractive valuations compared to other regional equity and fixed interest markets. Find out more.
Ursula von der Leyen's new Commission aims to boost EU competitiveness by improving financial services and sustainable finance in the EU's five-year mandate.
This marketing communication is exclusively for use by Professional Clients in Dubai. It is not intended for and should not be distributed to the public.
Data as at 30.11.2024, unless otherwise stated.
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.
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