Episode 10: The Future of Luxury Investment
Katharine Rooney sits down with Stephen Morgan, Managing Director of Phronesis Partners' Lifestyle and Media Advisory practice, fresh from the Luxury Innovation Summit in Geneva.
Stephen shares his insights from a panel discussion on the future of luxury investment, exploring where capital is flowing across the luxury innovation ecosystem. The conversation covers the current state of the luxury sector, with particular focus on hard luxury (watches and jewelry), and examines the mood among investors, advisors, and founders.
Listen in to hear about:
- Growth opportunities in the Middle East and India, while Europe faces pricing pressures
- The explosive growth of pre-owned luxury and why resale is outpacing new sales
- How brands are vertically integrating supply chains to address sustainability and ride out shocks
- The trend toward privatization and hiring leaders from beauty and CPG for luxury
With cautious optimism as the prevailing sentiment, Stephen unpacks both the risks and opportunities shaping luxury investment in an era of geopolitical uncertainty and shifting consumer expectations.
Phronesis Lifestyle & Media Advisory - www.phronesis-partners.com/solution/lifestyle-and-media-advisory
The Navigate with Confidence podcast features conversations with our clients and other thought leaders to discuss how insights and data are being used to illuminate, validate, and navigate their unique paths to growth and success.
