Markets are suggesting that spirits consumption will return to historical growth levels post-pandemic, but our Head of European Consumer Staples Research disagrees.
Aug 5
How Long Can the Fed Hold On?
From short-term interest rates to long-term bond yields, the Fed's credibility is being tested. Global Head of Fixed Income Research Andrew Sheets discussed inflation, Federal Reserve Chair Kevin Warsh's outlook, and the options ahead.Read more insights from Morgan Stanley.----- ... Show More
3m 58s
Jun 2024
Cheers, Fears and Rare Years: The Future of Luxury Spirits
The premium alcohol industry is about more than just indulgence. It’s a category that is garnering greater attention from consumers, investors and collectors. Increased disposable incomes, celebrity culture and social media has created new avenues for brand recognition and sales. ... Show More
28m 20s
Sep 2020
Wine, Cider, and Mead w/ Dave Carr and Alex Urbano
In the United States, although alcohol sales equal about $90 Billion per year, a major part of this industry involves restaurants, live venues, and direct distribution to consumers. During the pandemic these outlets have been closed. How has the wine and alcohol industry evolved ... Show More
48m 39s
Dec 2021
Schwab's Sonders: 2022 will be better than most expect
Liz Ann Sonders, chief investment strategist at Charles Schwab & Co., says that strong market performance in 2020 and '21 has masked downturns in most sectors and industries, meaning that there isn't so much pressure for upward trends to reverse in the year ahead. While she does ... Show More
56m 4s
<p dir="ltr"><span style="font-size: 12pt;">Alcohol is still big business in America—but the numbers are shifting. From wine to beer to spirits, sales are dropping across the board, and it's not just Gen Z driving the change.</span></p> <p dir="ltr"><span style="font-size: 12pt;" ... Show More
