Consumer Product Trends: Inflation, Shifting Supply Chains, and GLP-1 Drugs

Update: 2024-03-28

Description

Director of Institutional Portfolio Management Rhonda Berger and Director of Investments Jonathan Menor, CFA, examine the evolving challenges and opportunities within the consumer sectors, including the ongoing and potential long-term impacts of inflationary pressures, strategic shifts in global supply chains, and GLP-1 drugs.

Comments

In Channel

Calming the Investor Brain – Managing Volatility and Uncertainty (audio version of the 5/15/25 webcast)

2025-08-0501:01:48

Emerging Markets: China & Beyond

2024-05-0913:06

Drilling Down: The Risks and Returns of Energy Investments

2024-04-3019:38

International Equity: Geographic and Sector Opportunities

2024-04-0912:26

Consumer Product Trends: Inflation, Shifting Supply Chains, and GLP-1 Drugs

2024-03-2815:02

The Investment Case for Small Cap Stocks

2024-02-0216:03

Emerging Markets: Asia and Technology

2023-12-0810:25

Inflation, Interest Rates, Technology, and Value

2023-11-1614:14

Value Opportunities in the Technology Space

2023-10-1013:33

Brandes Letter – June: Investing is a People Business

2023-09-0113:25

The Durability of the Pro-Value Cycle

2023-06-1518:28

Recent U.S. Bank Failures: Brandes' View

2023-05-1116:05

International Equity: Finding Value in Today's Environment

2023-05-1117:18

Inflation Trends and The Value Cycle

2022-12-1517:16

Recent Market Sell-Off and Potential Value Opportunities

2022-12-1514:47

Energy Sector Part 2 – Transition to Renewables

2022-06-2911:24

Energy Sector Part 1 – Where Brandes Sees Opportunities

2022-06-2914:17

Financial Professionals and Mental Health – A Discussion with Frank Murtha, Ph.D.

2022-06-1610:26

Brandes US Small Cap – Opportunities in Today's Market

2022-05-1112:47

How Stagflation Could Affect The Pro Value Cycle

2022-03-2308:41

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Consumer Product Trends: Inflation, Shifting Supply Chains, and GLP-1 Drugs

Portfolio Management Rhonda Berger and Director of Investments Jonathan Menor, CFA

#box-pro-ellipsis-17649886711137{-webkit-line-clamp:2;}Consumer Product Trends: Inflation, Shifting Supply Chains, and GLP-1 Drugs

Consumer Product Trends: Inflation, Shifting Supply Chains, and GLP-1 Drugs

Portfolio Management Rhonda Berger and Director of Investments Jonathan Menor, CFA

Consumer Product Trends: Inflation, Shifting Supply Chains, and GLP-1 Drugs