For the third year in a row, we attended the annual ICR Conference in Orlando. In the attached document, we (Vice President Andrew Hall, Chief Investment Officer Ben Nye and Senior Fixed Income Analyst Tom Russell) share observations on:
- The Strength of the American Consumer
- A Tightening Labor Market
- The Prolonged Transition from Brick & Mortar to Online Sales
- Marketing Plans from Publicly Traded Companies
- Experiential Retail
- Cannabis Investing
To read the full recap, click here.
Please see our General Disclosure.