Consumer Product Trends: Inflation, Shifting Supply Chains, and GLP-1 Drugs
Manage episode 409304557 series 2667472
Director of Institutional Portfolio Management Rhonda Berger and Director of Investments Jonathan Menor, CFA, examine the evolving challenges and opportunities within the consumer sectors, including the ongoing and potential long-term impacts of inflationary pressures, strategic shifts in global supply chains, and GLP-1 drugs.
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