With 31 Premium shows behind us, we’ve learnt so much from our detailed research on global stocks.
For example, we now know that Lululemon has an incredibly strong brand and direct-to-consumer strategy, with the next results due on 2nd June. We’ve also covered brands like Nike and Starbucks, which have had a tough time recently.
In the search for defensive stocks, we’ve previously highlighted Pepsico and Visa as solid companies. Both have comfortably beaten the market this year, down between 3% and 4% in 2022.
Simon Property Group is the kind of business that many would choose as a defensive stock, but is there more to worry about? How about US yields?
Finally, with a nod to Top Gun and Moe’s fantasy career as a jet pilot, we give an update on Lockheed Martin.
Join us in Episode 78 of Magic Markets for a sneak peak at the type of insights that our subscribers in Magic Markets Premium enjoy.
With a background at Roubini Global Economics and extensive experience across developed, emerging and even frontier markets, Rachel Ziemba brings a wealth of macroeconomic...
Tristanne Farrell isn't shy to admit it: she's mildly obsessed with art. As a Senior Wealth Manager at Investec Wealth & Investment International, her...
Ar Lecturer Extraordinary at the department of Agricultural Economics at Stellenbosch University and a visiting research fellow at the Wits School of Governance. Suffice...
