The consumer sector has held up relatively well over the past 6 months, however there are signs of both strength and weakness ahead. Join Hannah Dickinson as she shares how the portfolio is positioned in this inflationary environment and why Louis Vuitton Moët Hennessy continues to impress.
Magellan Minutes Series 5: The challenges facing consumer brands
Magellan's Hannah Dickinson discusses how, while it has held up relatively well over the past 6 months, there are signs of both strength and weakness ahead for the consumer sector.
- Published on December 2, 2022
- By Magellan Asset Management
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