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Global Sporting Goods: Portland trailblazer

April 9, 2019
Over the last 12 months sportswear brand shares have risen 30 per cent. Listen to Jaina Mistry, analyst on Deutsche Bank’s European Sporting Goods and Luxury team, and Paul Trussell, US Apparel & Food Retail analyst discuss the market optimism despite concerns about global growth. [more]

More documents from Luke Templeman

62 (37-48)
June 25, 2019
37
For the first time ever the Fed is undertaking a thorough academic review of its policy strategy, tools, and communication practices. The reviewers are some 30 academic experts on monetary policy and macroeconomics. Listen to Peter Hooper, Global Head of Economic Research, discussing the background to the review, the low-rate monetary policy and what a downturn could mean for financial stability. [more]
May 1, 2019
39
The Indian consumer sector has been a stock market darling, outperforming the Sensex by over 25 percentage points over the last two years. What are the megatrends to drive growth in the next five years? Listen to Mihir Shah, Analyst on the Consumer Staples team in India, discuss his findings. [more]
March 12, 2019
41
The performance of the Eurozone economy is inextricably linked to the health of its banking system. That means the economy will likely stagnate unless European banks can build robust balance sheets, earn a competitive return on equity, and generate adequate capital to support faster growth and innovation. European policymakers must make bold decisions as there are serious doubts as to whether the continent’s banks can compete internationally with US institutions. This paper takes a careful look at the European banking system and suggests a number of remedies to improve the sustainability of its returns for the good of the economy and taxpayers. [more]
12.0.5