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Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
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S5, Ep 8 June 2024 Dynamic Brands Update
Manage episode 422756556 series 2918135
I discuss the overall market, rates, inflation, economic data and the global brands we own. I also highlight which sectors and style boxes are performing and lagging. I spend a little time talking about the consumer and the massive amount of capital at their disposal that flows to the consumption theme. This is a great market update and highlights the power of investing in global brands and the consumption thematic.
71 episodios
S5, Ep 8 June 2024 Dynamic Brands Update
Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
Manage episode 422756556 series 2918135
I discuss the overall market, rates, inflation, economic data and the global brands we own. I also highlight which sectors and style boxes are performing and lagging. I spend a little time talking about the consumer and the massive amount of capital at their disposal that flows to the consumption theme. This is a great market update and highlights the power of investing in global brands and the consumption thematic.
71 episodios
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