Investing Show: How to profit from technology and hunt for the next consumer stars like Fever-Tree
Investors often hear about how important changing technology and consumer behaviour is, but how can they look for the opportunities to profit from this.
In reality, these are unlikely to be the chance to get in on the ground floor with the next Facebook, or Uber. Instead ordinary investors are better off looking for companies such as the manufacturers using technology in a smart way, the retailers getting digital right, and the firms that come up with a new product that taps into consumer behaviour and demands, such as posh drinks mixer firm Fever-Tree.
To get some ideas on how to do this and what to look for, we are joined on the latest Investing Show by Colin McLean, chief investment officer of SVM Asset Management.
He discusses how to spot the companies using technology or changing consumer behaviour to their advantage and why investors need to do some old fashioned digging in company reports and results to find what they need.
Also on this fortnight’s show, Simon Lambert, of This is Money, Nick Batsford, of Core London, and Richard Hunter, of Wilson King, discuss why investors aren’t more worried by North Korea (and when they might be), whether the market is due or fall or to keep moving sideways, and what next for house prices.
Watch the show below.