• Tassos Stassopoulos

Keynote Speech: Why we get it wrong - culture not companies dictate trends

Updated: Aug 6, 2019


There were some very forward-thinking discussions at the Portfolio Construction Forum Strategies Conference on 22-23 February 2018 in Sydney, Australia. The focus was on how practitioners can build future-proof portfolios, meeting the distant future financial needs of individuals, in the face of uncertainty, powerful secular and structural developments.


In my presentation I highlighted how society and consumer trends are changing at such breath-taking speed that even global companies struggle to keep up. Dominating brands are launched almost by accident, and many companies have surprisingly limited insight on how they can stay popular and relevant in the age of global information and social media. To understand which trend will dominate, investors need to entirely rethink their processes, assumptions and research approach, to focus on the cultures of consumers in different markets. Only by thinking like new brands themselves, can they identify and invest in the next powerful emerging trend.


My opening keynote at the conference is available here. Registration is required but membership is free and instant and Portfolio Construction Forum has some great content which is all free.



The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of Trinetra Investment Management LLP and are subject to revision over time. Trinetra is authorised and regulated by the Financial Conduct Authority in the United Kingdom.

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