[Brand Premium Is Key]
There are quite a few European companies in the food and beverages industry that have profited from their outstanding brand premium and even achieved long-term stock outperformance. Understanding the key role of brand premium is important to us to not underestimate their potential.
How... Pokaż więcej Przetłumacz
[07.14.2021 Portfolio Activity Update]
We saw some market reactions to the release of FOMC minutes, macro data namely US CPI, and earnings expectation jitters lately. On the other side of the world, increasing regulatory scrutiny for tech companies in China has instilled more volatility in EM assets... Pokaż więcej Przetłumacz