PRE TAX NTA |$3.47

Value as at close of business on 15 November 2024

From Resilient Retailers to Struggling Brands

In this episode of “Magellan in the Know,” Emma Henderson, acting head of Magellan's Consumer Franchises and Healthcare team, is joined by Investment Analysts, Tracey Wahlberg and Lucina Martin, for a discussion of the complexities of the current consumer landscape.

The team provide valuable insights for investors navigating a volatile market, discussing retail giants like Costco and Amazon and the challenges for iconic brands like Nike and Estee Lauder. You can listen below.


Disclaimer: This material has been prepared by Magellan, published on 29 July 2024. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

Recent Posts

Read the latest insights
A curated list of HM1 investor updates, portfolio news and other interesting articles.
Read More
...