ROBECO - Fri, 10/07/2022 - 14:41
Keep a close eye on chips and ships
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Investors looking for companies that can survive a recession should consider the ‘chips and ships’ scenario for navigating choppy waters.
Speed read
- Semiconductors and shipping industries as cyclical case study
- Rates are falling for both but profit margins remain high
- Equities underpinned by strong earnings look better than bonds
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