Tariffs, or no tariffs, from an investment point of view, the consumer wanting to spend - and due to some de-regulation - being able to spend, might present a coiled-spring opportunity. Less onerous bank regulations and mortgage burdens could also free up spending ability. After the twin hits of Liberation Day fears, and the over-hang of COVID price hikes, consumer brands have had to adjust. To do this they are diving into the world of A.I. efficiencies. Though A.I. may not yet be deployed across vast businesses, today's guest says A.I. inside the brands is clearly around the corner. Today, Fidelity Portfolio Manager Aneta Wynimko helps us understand what the consumer is spending on - across all ages and budgets, and more on the Fidelity Global Consumer Brands Fund.

Recorded on August 8, 2025.

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