S3 - Ep 8 The State of the Consumer Today & How the Brands Portfolio is Positioned
Update: 2023-06-20
Description
Today's interview where we talk about the global consumption theme, why it's an important allocation to a portfolio and what drove outperformance 2017-2021, why we underperformed in a tough 2022, what the current opportunities are, and finally, how the portfolio is positioned currently between offense and defense-related brands.
For more information: https://www.globalbrandsmatter.com/dynamic-portfolio
To reach out directly to me: eric.clark@accuvest.com
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