Magellan Minutes Series 5 - The challenges facing consumer brands and the quality companies that continue to shine

Franchises Sector: Retail consumer

Hannah Dickinson, Sector Head Franchises and Healthcare

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.

(Viewing time: 7 mins)