The consumer sector has suffered multiple setbacks in the last few years, with the covid-19 pandemic drastically changing spending habits and a cost-of-living crisis limiting the amount of cash at consumers’ disposal. Today, however, the sector is due for a rebound. In this special report, we look at what the next 12 months have in store for the market, including Asia-Pacific’s unique spending habits, what kinds of returns consumer-focused funds are seeing, and why specialisation is now the name of the game.
INSIDE THE REPORT
The consumer investment outlook
LPs are increasingly seeking out specialists when investing in the challenging consumer sector.
Fund performance: Due for a rebound
Disruption in the consumer sector in the wake of the global pandemic took its toll on fund IRRs. Today, there are green shoots of recovery.
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