In recent years, I have always been invested in global consumer defensive, household and personal product groups. These are the companies that make up the larger part of the world’s varied daily consumer and user experience brands: Kelloggs and KitKat; Oreo and Omo; Pampers, Paddy and Pernod; Durex and Dettol, to name but a few of the best known.
About one-third of my portfolio is invested in the companies that own these and...
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