Latitude’s CIO Likes Tesco, Unilever, Consumer Stocks

The video discusses the strength of the consumer market, highlighting companies like Tesco and Unilever as key players. It explores the resilience of consumer stocks due to wage inflation and market positioning. The discussion shifts to the US banking sector, focusing on the challenges posed by falling interest rates and the performance of banks like Goldman Sachs and Bank of America. Finally, the video examines gold as an investment, considering its attractiveness in a low-interest-rate environment and comparing it to investing in gold miners.

How do U.S. banks' performances relate to the 10-year yield?

What conditions might lead to a sell-off of gold investments?