Equity Research at Work
2Q 2020 Global Equity Outlook
Apr 2, 2020 · 16 min
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Portfolio manager Ramiz Chelat finds bright spots in areas such as med tech and software. For sectors that will have a longer recovery, like consumer discretionary and staples, differentiation is key. Companies with strong balance sheets will be poised to take market share from weaker rivals once the crisis is quelled.

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