This is the audio version of our 2022 Fund Letter for the brands strategy.

I discuss what went wrong in 2022, where sentiment is and what that could mean for 2023, the history of Fed Funds and inflation versus what we have seen since 2009 and what mega themes and brands we are exposed to as we start 2023.

For more information on the brands strategy & portfolio: https://www.globalbrandsmatter.com/dynamic-portfolio