Online life is now just ‘Life’

We shared how changing consumer behaviour has created predictable, investible trends – but not always in the most obvious places.

How the pandemic has accelerated digital transformation – but there is still a long way to go.

How businesses are adapting to benefit from the growth in e-commerce.

How our portfolios are positioned for this meshing of the virtual and the physical.

Key topics (and timings)

  1. The digital transformation (1:28)
  2. The endless aisle (6:56)
  3. E-commerce to everywhere commerce (12:37)
  4. Tip of the iceberg (18:43)
  5. Conclusion (28:20)   


  1. Where and when does inflation peak? (30:20)
  2. How does Sustainability fit into the online life trend? (33:33) 


  • Past performance should not be seen as an indication of future performance.
  • The value of investments and the income from them may fluctuate and are not Guaranteed.
  • Investors may not get back the whole amount they have invested.
  • Changes in rates of exchange between currencies may cause the value of investments to diminish or to increase.
  • This is not a financial promotion.