It’s time for a cost-of-living checkup. Assessments of U.S. consumer prices, spending and sentiment are due this week—and ...

The companies that make the foods we eat can also produce investment opportunities. Consumer staples are the everyday essentials people keep buying no matter what’s happening in the economy: groceries ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Americans aren't feeling great about the economy, and it's translating to a weaker outlook for ...

The "new high" media reports, the Fed's lower interest rate, and AI speculation have supported investor optimism so far. However, the key support of the economy is consumer spending, and consumers are ...

Much of today’s marketing still assumes that the opportunity in older consumers peaks at “50-plus.” But that no longer reflects where economic authority actually sits.

EMC returned 24.05% at NAV in the second quarter, in line with the MSCI Emerging Markets Index (net) return of 24.05%. We stay constructive on emerging markets heading into the third quarter. Emerging ...

Growing numbers of retailers and consumer brands are shifting their focus to Europe and other markets from the United States, as they expect U.S. tariffs to spark price hikes that will drive American ...

The stock market churned higher on Friday, capping off a bumpy week of trading. Investors cheered as artificial intelligence darling Nvidia NVDA reported stellar first-quarter results on Wednesday, ...

With the rise of secondary markets and a stronger liquidity environment, more companies are choosing to stay private for ...

Market volatility has been elevated this year, but economic data has remained stable. Within the equity space, opportunities lie in international, small-cap, consumer discretionary, and healthcare ...

Despite increased market volatility stemming from the U.S. presidential election on Tuesday, consumer confidence toward equities has reached its most bullish point ever. The latest Consumer Confidence ...

Economic expansion is positive for the Consumer Discretionary sector. The Atlanta Fed expects the economy to continue expanding in Q325, albeit at a lower rate (+2.2%). The IMF in July raised its 2025 ...