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Stephanie Batchelor: Milford Asset Management Analyst on the 'fallen angels' in the US markets
Manage episode 438056071 series 2098282
The US market is up almost 16 percent on the year - but big names like Starbucks, Nike, and Lululemon have been struggling.
The consumer discretionary sector has jumped 4 percent, with a number of companies being dubbed 'fallen angels'.
Milford Asset Management's Stephanie Batchelor explains how investors can proceed.
LISTEN ABOVE
See omnystudio.com/listener for privacy information.
7385集单集
Manage episode 438056071 series 2098282
The US market is up almost 16 percent on the year - but big names like Starbucks, Nike, and Lululemon have been struggling.
The consumer discretionary sector has jumped 4 percent, with a number of companies being dubbed 'fallen angels'.
Milford Asset Management's Stephanie Batchelor explains how investors can proceed.
LISTEN ABOVE
See omnystudio.com/listener for privacy information.
7385集单集
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