×
×
×
×
×

Tell us once and we'll remember.

I'm an...

Don't worry, you can always change this selection using the icons at the top left of the site.
  

Sticking with the Essentials: The Case for Consumer Staples

March 9, 2023

 

Analyst Rob Buesing joins Investment Strategist Jeff Schulze to discuss the defensive characteristics of consumer staples companies. They debate the correlation of the sector to the level of economic activity with Rob highlighting where he sees stock opportunities across the beauty and food and beverage areas as China reopens but a U.S. recession looms.

Related Perspectives

Disciplined Approach to AI Provides Resilience
Large Cap Growth 3Q26: The Strategy’s focus on quality and valuation proved beneficial in a volatile period for higher beta growth stocks.
Stock Selection Shines Through Growth Reset
SMID Cap Growth 3Q26: A volatile quarter reset expectations across SMID growth, with investors increasingly rewarding quality, execution and free cash flow discipline.
Perfect Storm Weighs on AI Infrastructure
International Growth EAFE 3Q26: We view the growth selloff as sentiment-driven rather than fundamental and remain committed to the secular AI trend with extra attention to risk.
Large Cap Growth Monthly Update
Large Cap Growth August 2026: The Strategy outperformed, driven by strong stock selection across communication services, industrials, health care and information technology.
Tailwinds Forming for Health Care
Podcast: Improved biopharma funding is proving beneficial to CROs and life science tools companies while patent expirations are separating pharmaceuticals.
More
  • Past performance is no guarantee of future results. Copyright © 2023 ClearBridge Investments. All opinions and data included in this commentary are as of the publication date and are subject to change. The opinions and views expressed herein are of the author and may differ from other portfolio managers or the firm as a whole, and are not intended to be a forecast of future events, a guarantee of future results or investment advice. This information should not be used as the sole basis to make any investment decision. The statistics have been obtained from sources believed to be reliable, but the accuracy and completeness of this information cannot be guaranteed. Neither ClearBridge Investments, LLC  nor its information providers are responsible for any damages or losses arising from any use of this information.

  • Performance source: Internal. Benchmark source: Standard & Poor's.

more