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4 Reasons I'm Bullish on Burberry

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4 Reasons I'm Bullish on Burberry 1- New brand identity  2- Personal branding: Riccardo Tisci the brand   3- Relevant and modern product offering  4- Controlled and limited product releases as a unique selling strategy   1- Updated/new brand identity   A new brand identity can increase like-for-like sales at luxury brands as demonstrated in recent years by Saint Laurent and Balenciaga [both Kering] with changes to their product portfolios and logos. In my opinion, the reasoning behind this increase in like-for-like sales lies with brand perception, in recent years a change in perception of the Gucci brand as being fashion-forward has dramatically increased like-for-like sales. Burberry’s case:  Christopher Bailey signature  = feminine, romantic, “modern version of British-ness” Riccardo Tisci signature  = gothic, streetwear-focused Both designers are very different in their signatures so it is very likely that...
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Growth, Politics and Shareholder Activism: European Equities in Focus

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Growth, Politics and Shareholder Activism: European Equities in Focus   Exchanges at Goldman Sachs is one of my favourite ways to keep up with the markets, it is a podcast series from Goldman Sachs where employees of the firm debate important financial issues. The episode I am writing about today features Senior European Equity Strategist Sharon Bell from the Global Investment Research division and is titled Growth, Politics and Shareholder Activism: European Equities in Focus.   Podcast:  https://itunes.apple.com/gb/podcast/exchanges-at-goldman-sachs/id948913991?mt=2&i=1000418016635 Main points: 1- European stocks have been flat compared globally to US equities for example which have grown c. 5% -Response: I agree with Bell that European stocks are still good for diversification purposes and in this light, their flat growth has not been too detrimental to the average investor. Due to uncertainty over the US trade war which could hav...
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Alternative Investing: Cryptocurrencies

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Last month in an interview with Bloomberg TV, BlackRock Chief Executive Officer Larry Fink said the following when asked about cryptocurrencies: "Related to cryptocurrencies, I'm a big believer in the potential of what a cryptocurrency can do. You see huge opportunities, but what we're talking about today, it's much more of a speculative platform, people are speculating on it." Fink added that thus far, his firm hasn't seen much interest from clients beyond "some speculative stuff"  "We're being asked that question but it's more of a venture capital type of interchange, but  we're not hearing clients say 'we want to use this as an asset class', " he said. Diversification is fundamental to the risk management of a portfolio. Regardless of your age and risk tolerance, you should always look to diversify your investments so that they are as uncorrelated as possible. For example, even if you are a fresh out of...
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