Date

Publication

Title

 

Theme(s)

October 6, 2020

A pre-COVID trip to India offered life lessons useful in deciphering which companies and sectors will survive and thrive after the crisis.

                                                                             [Read more here]

Immersions

March 26 2020

The fund manager who’ll go anywhere to get inside people’s heads

If it’s in the data it’s too late, says Tassos Stassopoulos, who studies consumers’ cultures, values and habits directly to find his next investment.

                                                                             [Read more here]

Immersions

March 26, 2020

Step back from your screen, says leading fund manager

Globe-trotting fund manager Tassos Stassopoulos has a word of advice for stressed out investors watching the stock market implode: Step back.

                                                                             [Read more here]

Immersions

December 18, 2019

Our 10 best quotes of 2019

Through the muck and the mire of 2019 one thing has remained constant; participants and purveyors in and around the financial planning industry have their own – often strong – opinions.....

                                                                             [Read more here]

Immersions

September 4, 2019

Robo-advice tools are becoming better at providing information to clients, so advisers will need to shift their focus towards values and understanding if they are to retain their relevance....

                                                                             [Read more here]

Shifting Values

February 18, 2019

Successful investing means imagining everything that can go wrong

Assessing risk in stocks works much better with a methodology that uses a temporal perspective - imagine you have already failed, and ask yourself why.

                                                                             [Read more here]

Risk

November 6, 2018

Finding what drives emerging markets

To many investors the term “emerging market economies” has connotations of high risks and volatility, but to Tassos Stassopolous they’re the source of valuable “deep ethnographic research”.                                                            [Read more here]

Immersions

August 22, 2018

Why we get it wrong - culture not companies dictate trends

 

A presentation given by Tassos at the Forum's Strategies Conference in Sydney.

                                                          [Read and watch more here]

Shifting Values

August 15, 2018

Investing’s ‘third eye’ belongs on the consumer

Tassos Stassopoulos says there was a defining moment in time – 7.30pm on February 14, 2009 – when he discovered that the investment approach he’d been using his entire life was flawed.

                                                                             [Read more here]

Shifting Values

May 13, 2018

Tassos Stassopoulos: The fund manager immersed in emerging market Millennials

 

Out of the office: Investor visits slums to track new world

                                                                             [Read more here]

One Youth

October 16, 2017

To change how you use money, Open Banking must break banks

On January 13, 2018, the UK's big banks will be forced to show startups their most precious data. But is Open Banking too revolutionary for its own good?

                                                                             [Read more here]

Fintech

January 5, 2016

1 minute read: investing in emerging market consumers

Domestic consumption in emerging markets is estimated to grow from about US$12 trillion per year to US$53 trillion in 2035, making it one of the biggest investment opportunities....

                                                                             [Read more here]

Next Billion

Longevity

Women Efffect

Health & Wellness

Migration

December 3, 2015

In China, Ubanisation is a Two-Way Street

At least part of the bump in Chinese consumer spending stems from discouraged workers returning to their smaller hometowns.

                                                                             [Read more here]

Migration

November 25, 2015

UK Push for Open Bank APIs Makes US Look So Last Century

While a handful of US banks are opening their software and data to outside applications, something much bolder is happening in Europe: governments are championing the practice....

                                                                             [Read more here]

Fintech

September 21, 2015

Connecting the dots between disparate trends can help unearth surprising opportunities in emerging markets. In our view, the impact of infrastructure investment on healthcare is a little-known link with big implications.                      [Read more here]

Health & Wellness

September 7, 2015

It's time to ditch emerging markets benchmarks

Investors who try to tap into emerging-market growth by building up stock portfolios that mirror benchmark indexes .... risk picking up old stories and missing out on future trends.

                                                                             [Read more here]

Immersions

July 28, 2015

Fonds van de Week: Koelkast open en beleggen maar

Tassos Stassopoulos, belegger in opkomende landen, stak zijn neus in 300 koelkasten, in 13 landen.

                                                                             [Read more here]

Next Billion

April 30, 2015

China emerges as a global innovator

Over many years, China has gained acclaim as the world’s manufacturing powerhouse. But today, innovation is flourishing in the world’s most populous nation, which is rapidly becoming a trendsetter with the potential to disrupt....  [Read more here]

Fintech

March 27, 2015

Richer World:
The predictive powers of fridges

What's on your fridge shelf says more than you might think about you as a consumer.

                                                           [Read and watch more here]

Health & Wellness

February 26, 2015

Electricity in emerging markets brings power to women

What’s the connection between electricity and women? Electricity is an agent of empowerment, able to transform societies and economies in emerging markets.

                                                                             [Read more here]

Women Effect

January 30, 2015

Talking Business - BBC World Service:
 

A discussion with Linda Yueh on refrigeration in the developing world, and "fridgeonomics."

                                                           [Read and watch more here]

Health & Wellness

September 18, 2014

Old age in EM is no treasure for investors

Rapidly ageing societies in developing countries represent important markets for consumer companies.

                                                                             [Read more here]

Longevity

September 18, 2014

AIST - Australian Institute of Superannuation Trustees: Super Investment Conference 2014

Video Presentation:

What emerging market consumers will really buy?

                                                                             [Read more here]

Next Billion

June 17, 2014

Refrigerators in Emerging Markets Contain Cold, Hard Economic Data

The kitchen fridge, itself a marker of economic development, has the key ingredients to predict emerging-markets consumer trends.

                                                                             [Read more here]

Health & Wellness

May 31, 2014

Fridge ownership - Cool developments:
How chilled food is changing lives

Sheela Naik, who earns $80 a month as a housemaid on the outskirts of Goa, had to shop daily at market stalls and try to cook just the right amount for her household of ten each night.

                                                                             [Read more here]

Health & Wellness

April 16, 2014

Working Class key to EM Growth

There are 1bn working class consumers who ..... are of increasing importance to emerging markets growth.

                                                           [Read and watch more here]

Next Billion

April 8, 2014

Exploding emerging market myths

Tassos Stassopoulos looks like any other emerging markets fund manager.....

                                                                             [Read more here]

Immersions

April 2, 2014

Working class drive EM consumer growth

Consumer dynamics in emerging markets are often misunderstood.......... the working classes will be the real engines of consumer growth....

                                                                             [Read more here]

Next Billion

July 18, 2013

Triangulating A Truer Course Through Emerging Markets

Traditional methods of filtering out consumer plays from emerging-market indices will concentrate undue attention on companies with entrenched market positions.....

                                                                             [Read more here]

Immersions

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