Nick Train: Consumers will return to 'real' experiences again

'It is human nature'

David Brenchley
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Lindsell Train's Nick Train
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Lindsell Train's Nick Train

Consumers will “both crave and will return to ‘real’ activities and experiences” as soon as it is safe to do so, according to Lindsell Train’s Nick Train as the performance of retail stocks in his portfolio offering ‘virtual’ experiences surges ahead of those offering ‘real’ activities.

With restaurants and pubs tentatively opening across the world and sporting events having restarted behind closed doors as lockdown restrictions have eased, investors holding related stocks have hoped...

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