Corporate Insights

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

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

I’ve always believed watching what the smartest investors in the world are doing, offers the average HNW investor a wonderful advantage. The largest alternative asset managers, including the private equity and private credit firms, have an information advantage over the typical individual investor.

I’ve always believed watching what the smartest investors in the world are doing, offers the average HNW investor a wonderful advantage. The largest alternative asset managers, including the private equity and private credit firms, have an information advantage over the typical individual investor.

We know intuitively, buying great merchandise on sale is something consumers love. Ironically, in the investment business, when great stocks go on sale, investors tend to freeze or sell. That’s a mistake.

When consumers were locked in their homes and shopping online, savings rates and goods spending went parabolic. When things go parabolic, they should be expected to mean revert to the long-term trend over time. That’s exactly what has happened with Retail Sales and the components within this $7 trillion per year component of GDP.

Key Points: Johnson & Johnson has spun out a portion of its consumer brands division Stable, predictable brands should thrive as the economy decelerates ...

Let's talk athleisure because it's a powerful secular growth theme and there's some absolutely dominant brands in the category. We can't talk about sneakers and footwear without leading with Nike. Nike is one of the most recognized and loved brands around the world. Once called Blue Ribbon Sports, Nike was founded by Bill Bowerman and Phil Knight in 1964.