Nadine Sarwat: Spirits vs. ‘Tariff Man’

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In the Know

Bernstein Research

60 episodes

1 week ago

In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals.

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Hosted on Acast. See acast.com/privacy for more information.

Nadine Sarwat: Spirits vs. ‘Tariff Man’

In the Know

35 minutes 12 seconds

6 months ago

Nadine Sarwat: Spirits vs. ‘Tariff Man’

Nadine Sarwat (Bernstein’s American & European Beverages Analyst) joins host Diana Wood for a discussion on deglobalization, considered an investment controversy across all sectors. Distillers are at the crux of this debate. Their reliance on protected geographical indication products (PGIs, i.e. spirits that must be produced in a given geography) were once a clear asset. Now they are a potential liability. We explore which companies are most at risk given rising trade tensions. Plus, we discuss Nadine's recent coverage expansion into the European Coca-Cola bottlers, which have proven to be a safe haven in today’s volatile environment.

Hosted on Acast. See acast.com/privacy for more information.