Will price increases create a fall in volumes for consumer firms? As CIO @ChrisRossbach told @lisapham @business, "Travel is booming and China may loosen COVID restrictions; it is why we @JSternCo believe businesses like @LVMH will continue to be resilient in the months ahead.”

It is with deep sadness that we learn of the death of Her Majesty Queen Elizabeth II. Our thoughts and heartfelt condolences are with the Royal Family at this time.

New J. Stern & Co. Insight - Roman Holiday jsternco.com/roman-holiday/ #consumer #luxurybrands #aerospace #insights #jstern

“Investment decisions should be formed by focusing on what companies are doing and the opportunities they are seeing, rather than being swayed by macroeconomic conditions" @ChrisRossbach speaks with @FTAdviser on 'building portfolios in turbulent times.' bit.ly/3OAhnEH

New J. Stern & Co. Insight - Luxury brands, NFTs and the metaverse bit.ly/3QEw3UJ #luxury #luxurybrands #nfts #metaverse

It was good to catch up with so many friends at the Quality-Growth Investor Conference. As CIO @ChrisRossbach reminded everyone, quality and value continue to be essential conditions for @JSternCo to invest. Never has that been truer than at this time. bit.ly/3n6bt28

It might be summer but the team make no concession to this fact. We are all busy working out what the markets are doing

This clipping from Sunday Times Business section takes up a story we first ‘broke’ on twitter. I suspect Mark Carney is ready to leave in any event, but who’s your top tips for new governor?

Our friend @GillianZoeSegal has spent 5yrs interviewing 50 of the most successful people in all fields about their experiences & lessons. Here is an article written by Gillian on her book"Getting There: A Book of Mentors"she has kindly allowed us to share jsternco.com/files/Getting%2…

Our CIO, @ChrisRossbach, quoted in Bloomberg @markets on his former boss Richard Perry closing his main hedge fund bloomberg.com/news/articles/…

@ChrisRossbach speaking at #SikaGV today in support of shareholders and against the Saint-Gobain take over

@stern_jerome speaking in the Panel Room @NewCollegeOx after seminar organised by @DerekLaud1 with #DavidWilletts