Corporate Insights

A Five-Minute Consumer Focused Update

Core allocations should be highly correlated to core themes around the globe. Global consumer spending is 60% of the world’s $100 trillion GDP or $60 trillion per year.

The Ripple Effect: September 10th, 2023

As we navigate the economic landscape, there are clear indications that the market is taking a well-deserved breather, cautiously eyeing potential trouble spots.

The Ripple Effect: September 10th, 2023

As we navigate the economic landscape, there are clear indications that the market is taking a well-deserved breather, cautiously eyeing potential trouble spots.

Why Don’t Investors Want to Buy Stocks on Sale?

In every aspect of our lives, when we see bargains in merchandise we love, we buy more. As consumers, we get excited to capture a sale, but as investors, we run from sales. Flip this narrative around and we become great investors.

Earnings updates from 3 Mega Brands Serving Important Mega Trends.

Leading companies serving large end-markets will tend to outperform over time. On the rare occasions when they struggle, that’s usually a time to be adding to those companies.

Tracking the Brands & Trends Younger Generations Love Offers Great Insights for Investors

Younger consumers create long-term trends. The brands they love are a key focus for our team.

There’s an Estimated $57 trillion in Household Spending Each Year

Does a $57 trillion theme warrant dedication in an investment portfolio? Absolutely.

Powerful Demographic Trends Can Drive Secular Portfolio Performance

Roughly 4 billion Millennials and Gen-Z globally offer massive tailwinds to certain brands.

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