Consumer Health: FANTASTIC

 In Dynamic Brands

Consumer spending is 72% of U.S. GDP, it matter a lot.

Historically, stocks perform well when the economy is performing well. Stocks also perform well when companies have strong revenue growth and other operating metrics. A strong consumer is a key component of overall GDP health & direction. Connect the dots: A consumer who is spending and even accelerating her spending is likely a benefit to great brands via strong revenue growth. Higher revenue growth is a key contributor to stock outperformance. Do you like your stocks to go up? Perhaps you need more exposure to the spending beneficiaries, TOP BRANDS.

The Brands equity strategy can help get you there. Reach out for a chat.

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Eric Clark, Portfolio Manager
Eric serves as a Portfolio Manager and a member of the Investment Committee at Accuvest Global Advisors. His focus is on Accuvest’s suite of Dynamic Brands equity strategies. As a member of the Investment Committee, his responsibilities include research, investment analysis, technical analysis, macroeconomic commentary, and portfolio strategy & implementation. Eric also leads the sales, marketing & distribution efforts of the Dynamic Brands business line. Eric has 25 years investment experience. Eric is a frequent writer about the power of the consumer spending theme and global consumption trends. He is a brand consultant and leads the Alpha Brands Consumer Spending Index committee. He holds the Series 7 and 66 licenses.
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