These are challenging times for many investors, amid a highly uncertain macroeconomic backdrop.
A couple of years ago indicators pointed towards global growth starting to tick upwards, but it seems increasingly clear the global economy is only going to deliver 1%-2% growth at best. Serious problems in the eurozone, a stalling US recovery, coupled with record government debt and fears of a Chinese slowdown are the main causes for this. However, investors can still outperform the market. Focusing on defensive, cash generative, liquid and non-cyclical sectors and companies should help them do this, particularly if such companies enjoy global or international sales bases and deeply ent...
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