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Tag: e-commerce

Is it too late to join Aim’s warehouse party?

Logistics Reits have had a good pandemic, but can their growth continue as the world normalises?

Photo by Adrian Sulyok on Unsplash

Even in a rather sedate sector, the Aim 100’s handful of property companies largely live up to the … Read more

Author jhughmanPosted on November 16, 2021November 18, 2021Categories Deep DivesTags e-commerce, real estate, reits, supply chains, urban logistics reit, warehouse reit

Invest-ability daily 11/10/21: Fashion Victim

The Asos rollercoaster continues – should shareholders follow the chief executive out of the door?

“Out with the old, in with the new” seems to be the order of the day at Asos, where news of a major profit downgrade … Read more

Author jhughmanPosted on October 11, 2021October 12, 2021Categories Daily EmailTags asos, e-commerce, fast fashion, supply chains

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  • Brazil: riding the commodities waveMay 20, 2022
  • Retail: buy, hold, and loseMay 18, 2022
  • The Investability Podcast episode 14: Story TimeMay 17, 2022
  • Bouncing backMay 10, 2022
  • The Investability Podcast episode 13: Fitness FearsMay 10, 2022

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