Stephanie Batchelor: Milford Asset Management Analyst on the 'fallen angels' in the US markets
Heather du Plessis-Allan Drive · Newstalk ZB
September 4, 20244m 5s
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Show Notes
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.
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Topics
businesseconomyinvesting