In an interview with Cheddar News, managing director and portfolio manager Sarah Henry shares an optimistic outlook for the retail sales market, noting Q3 2021 will be “critical” to assess factors investors are facing.She also added thoughts on the companies that are leading in the online and physical markets: “The omni channel theme is very powerful. We have seen consumers want to be in the stores. The companies have integrated the digital and physical assets and that is a very powerful combination and difficult to replicate.”