So a big question for me now is - given the defensive positions during a potential market downturn include; Utilities, Healthcare, Consumer Staples and Telecomunications ...
...Given the forthcoming changes afoot all across the world - can we include companies that aid in environmental compliance?
These theoretically also wouldn't be cut back on during a downturn if there are penalties attached to reporting requirements...
Thoughts?
Ann: Major contract win, page-12
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