clearlife capital

Jun Bei Liu from Tribeca and David Moberley from ClearLIfe Capital analyse five stocks that could weather a coming downturn.

Are we seeing a turning point for consumer discretionary stocks? Here's what several brokers and two fundies think.

In this wire, I outline what's happening in the sector and how we are thinking about positioning looking ahead.

Unfortunately, it appears many of the beneficiaries peaked around the same time as the narrative did.