Consumer Defensive Bargains Starting to Brew
Heavy competition will persist, so strong brands with pricing power are best positioned.
Source: morningstar.com
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Heavy competition will persist, so strong brands with pricing power are best positioned.
Patient investors can capitalize on market turmoil.
Insurers should benefit from pricing increases.
We expect consumers to begin spending more on experiences, such as travel.
We're still optimistic about the cloud, 5G, and the 'Internet of Things.'