Today I discuss the volatility in markets today, the July & August rout in equities. I highlight the "everything else" trade and if it has legs and talk about our focus on quality. I talk about the brands portfolio, allocation shifts, where we added and what's performing or lagging. I end with my views on the consumer and how and where they are feeling and spending. You are getting an opportunity to buy some of the most dominant, relevant companies driving global growth on sale today. Use this opportunity to add to your favorites. We are certainly doing that the last few days.

For more information about the global brands strategy:

https://www.globalbrandsmatter.com/dynamic-portfolio