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S9, Ep 10: July 2024 Market & Global Brands Update

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Manage episode 432697222 series 2918135
Content provided by Eric Clark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Clark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Today I discuss the volatility in markets today, the July & August rout in equities. I highlight the "everything else" trade and if it has legs and talk about our focus on quality. I talk about the brands portfolio, allocation shifts, where we added and what's performing or lagging. I end with my views on the consumer and how and where they are feeling and spending. You are getting an opportunity to buy some of the most dominant, relevant companies driving global growth on sale today. Use this opportunity to add to your favorites. We are certainly doing that the last few days.

For more information about the global brands strategy:

https://www.globalbrandsmatter.com/dynamic-portfolio

  continue reading

69 episodes

Artwork
iconShare
 
Manage episode 432697222 series 2918135
Content provided by Eric Clark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Clark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Today I discuss the volatility in markets today, the July & August rout in equities. I highlight the "everything else" trade and if it has legs and talk about our focus on quality. I talk about the brands portfolio, allocation shifts, where we added and what's performing or lagging. I end with my views on the consumer and how and where they are feeling and spending. You are getting an opportunity to buy some of the most dominant, relevant companies driving global growth on sale today. Use this opportunity to add to your favorites. We are certainly doing that the last few days.

For more information about the global brands strategy:

https://www.globalbrandsmatter.com/dynamic-portfolio

  continue reading

69 episodes

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