S10, Ep 3: February 2025 Dynamic Brands Commentary

Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet

I discuss the February results for the brands strategy, what worked and what lagged. Which style factors and sectors are being rewarded and which ones are lagging. I talk about what could be driving the current market volatility, how long it could last, and what's driving it. Uncertainty is driving everything right now. Perhaps the Trump administration wants an economic slowdown to help bring inflation and rates down so refinancing's get done at better rates?

I talk quickly about the current brands portfolio.

BRANDS MATTER

For more info on how to own great global brand:

https://www.globalbrandsmatter.com/dynamic-portfolio