The current volatility in the markets will shake out a lot of weaker companies and sadly, many will not come through.
The flip-side of this is that strong companies will become even more dominant.
Look to find this strength in the market. Look to those companies that are already in dominant positions and will be able to secure that dominance through the current upheavals.
Strong companies will have resilient stock prices as investors fly to quality.
Some sectors to consider in the current context:
Tech – that benefits from remote working.
Consumer staples – people still need to eat and they will be eating at home even more going forward.
Ecommerce – just got a massive boost. People who had never shopped online before are getting involved for the first time.
Here are a few ideas that I have been working with and will be looking to develop over the course of this year: the permanent portfolio.
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