How should investors deal with the prospect of a recession? Nigel Bolton, Co-Chief Investment Officer at BlackRock Fundamental Equities looks for opportunities amid volatility and finds them in sectors such as financials, energy and industrials. On the contrary, he is cautious with technology and consumer companies. He looks for companies with resilient business models, growing cash flows and growing dividends. Last week, in her weekly report on market prospects sent to investors, the US manager indicated: “We are not taking advantage of the falls to buy on the stock market.”
In a report published today, Bolton assures that a period of rising interest rates and inflation reverses the trend of the last four decades. “The result could be that some of the big winning sectors since the great cr
