The only certainty so far this year is persistent uncertainty. This is always true to a degree, but our clients report feeling the weight of the unknown more in their short-term and medium-term planning over the past three months than in the past few years since the...
The dispersion story continues in luxury fashion as more end-of-2024 earnings numbers roll in. Tepid results from LVMH on January 27 led to a small luxury market sell-off, but earnings numbers from Ralph Lauren and Tapestry today show that it is not all doom and...
