Flavio Cereda

Flavio Cereda is a luxury brands investment strategist at GAM, where he manages investment strategies focused on the luxury sector. He provides expert analysis on market trends and company performances, emphasizing the impacts of economic conditions on consumer spending in luxury markets. Recently, he commented on the challenges facing LVMH, particularly its focus on middle-range luxury goods, which has raised concerns about its market position following Hermès' rise in valuation.