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
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
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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.
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[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.
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[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?
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[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.
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[Read and watch more here]
Next Billion
April 8, 2014
Exploding emerging market myths
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