Talk Your Book: Investing in Luxury
Brendan Ahern joined Michael Batnick and Ben Carlson to discuss how luxury companies benefit from a globally dispersed affluent customer base that is less price-sensitive than other consumers and how we built the KraneShares Global Luxury Index ETF (Ticker: KLXY).
The contents of the podcast include:
- The creation of the Luxury ETF, KLXY
- Luxury spending dynamics and recessions
- Getting exposure to China through European companies
- Demographic trends and the wealth effect
- Utilizing thematics in a portfolio
- Finding a better way to invest in Developed and Emerging Markets
This podcast contains Brendan Ahern’s opinion, and it should not be regarded as investment advice or a recommendation of specific securities.
For KLXY standard performance, top 10 holdings, risks, and other fund information, please click here.