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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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S9, Ep 11: Aug 24024 Consumer, Portfolio, Market Update
Manage episode 438043236 series 2918135
In today's August Dynamic Brands Update, I talk about the market returns along with what styles & sectors are doing YTD. I talk about the global brands portfolio, winners & laggards. I also highlight how crowded tech and semiconductor exposures are currently and how hated consumer stocks are. That's a wonderful contrarian signal. I talk about the health of the consumer, different income cohorts, and the general sentiment amongst consumers. I end with the risks we see in markets and with the Fed as well as the wonderful trading markets we have today and what trades we have ten in August.
For more information on the Dynamic Brands Equity strategy:
71 episodes
S9, Ep 11: Aug 24024 Consumer, Portfolio, Market Update
Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
Manage episode 438043236 series 2918135
In today's August Dynamic Brands Update, I talk about the market returns along with what styles & sectors are doing YTD. I talk about the global brands portfolio, winners & laggards. I also highlight how crowded tech and semiconductor exposures are currently and how hated consumer stocks are. That's a wonderful contrarian signal. I talk about the health of the consumer, different income cohorts, and the general sentiment amongst consumers. I end with the risks we see in markets and with the Fed as well as the wonderful trading markets we have today and what trades we have ten in August.
For more information on the Dynamic Brands Equity strategy:
71 episodes
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