Where to shop for consumer stocks
Economic growth is humming and consumer confidence in the U.S. and Europe is at its highest level since the global financial crisis. Yet buyers of consumer stocks have good reason to be discerning when shopping for their exposure. Imposed and threatened tariffs are combining with disruptive market-related forces to blur the outlook for consumer stocks, as we write in our new Global equity outlook Buyer beware: Shop around for consumer stocks . An upbeat view of the economy, a willingness to spend and growing income in major developed markets, as shown in the Deeper pockets chart, bode well for consumption trends globally. And a burgeoning middle class in emerging markets (EM) is developing the appetite-and means-to spend.
Seek exposure to EM growth.
Focus on quality in staples.Global equity outlook
Expand your definition of defense.
Don't completely break from "tradition."Global equity outlook Kate Moore
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