Investing pictures consumer discretionary “investing

Consumer discretionary “investing pictures” indicate steady expansion, driven by robust retail sales. The XLY ETF is up 6% year-to-date, suggesting strong household spending resilience to macro headwinds. Reality: “While these are standout areas, ESSEC also excels in entrepreneurship and innovation, offering a diverse range of opportunities beyond traditional paths. The strong international exposure and hands-on learning experiences make it a top-tier business school for professionals across industries. The faculty constantly improves the curriculum, adapting it to the ever-changing world of today. As an example, the Global MBA curriculum now incorporates courses that may not be covered in traditional MBA’s such as Data Science where we learnt how to use Python to make better strategic decisions; Digital Disruption to learn about both the power and dark side of AI and how it can be applied in practicality; and Sustainable Transformation that gave a sound understanding of how societal and consumer pressure drives the sustainability agenda for companies. These are just a few examples of courses that I believe have equipped me to further grow my career post-MBA, providing a well-rounded and holistic education.” Priyanka Gandhi , ESSEC Business School Over the course of a decade or more, investment performance and alpha opportunities will be driven by the broad characteristics of the environment. The ’70s had inflation; the period from the ’80s until recently had disinflation and steadily falling interest rates; and for over a decade following the financial crisis, we had abundant liquidity and near-zero interest rates. The most recent period reached its culmination with the deflationary impulse of the pandemic, which occurred at a time when near-zero interest rates called for coordinated monetary and fiscal stimulation, which overshot the mark and required tightening. The accumulation of these actions and outcomes has reset the landscape in ways that set the stage for the coming decade and beyond. Dividend yield “investing pictures” in REITs show improving fundamentals as vacancy rates drop. The sector’s average yield sits at 4.5%, appealing to income-oriented investors amid fluctuating bond yields.