The current investment landscape is a turbulent one, but it is possible to survey the situation and find investment opportunities. In this episode Portfolio Manager Alan Pullen is joined by Investment Analysts, Emma Henderson, Claire Britton and Roy Harrison to discuss the latest global trends and how they are affecting some of the world’s biggest brands —from LVMH to the American Tower companies.
The team offers insights on consumer spending trends and the resilience of some companies while others decline. They cover a lot of ground from the adaptation of Meta Platforms to market threats such as TikTok and the anticipated stimulus package in China, to the opportunities to invest in the infrastructure behind the growth of data usage.
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