Lépjen offline állapotba az Player FM alkalmazással!
Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
«
»
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.
85 epizódok
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.
85 epizódok
Minden epizód
×Üdvözlünk a Player FM-nél!
A Player FM lejátszó az internetet böngészi a kiváló minőségű podcastok után, hogy ön élvezhesse azokat. Ez a legjobb podcast-alkalmazás, Androidon, iPhone-on és a weben is működik. Jelentkezzen be az feliratkozások szinkronizálásához az eszközök között.