Business
Episode 2 of Mega Brands we talk about 3 things: 1. The new Brands Index after our December re-constitution. I unveil the new consumer and B2B brands that were added. Our goal is to track the important mega themes serving global consumerism over a lifetime of spending. From pampers to starting a family, buying that first house, saving for college and getting your hips replaced, the consumption theme never stops making it the largest investment theme available to investors. We talk about the addition to the genomics revolution, artificial intelligence, digitization, and the consumption supply chain brands helping consumer companies serve their customers better. 2. How to implement an allocation to the global consumer in a portfolio, what a reasonable weight in the portfolio might be and how it can help enhance returns and add some "know what you own and why" logic. 3. The new Top 30 brands using the Brand Relevancy scoring system in aggregate and using the Mega Brands screen which is a sub-segment of the >40 factors I assess. --- Support this podcast: https://anchor.fm/megabrands/support