Which four stocks are able to withstand escalating economic risks?

The most resilient companies examined

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Jacob Mitchell of Antipodes Partners
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Jacob Mitchell of Antipodes Partners

Despite heightened political and economic risks around the globe today, Jacob Mitchell, portfolio manager and CIO of Antipodes Partners, looks at the four companies he believes could stand firm this year. The US Federal Reserve began the process of shrinking its balance sheet at the end of 2017 and will continue on this path until December. So, despite the recent dovish language of the Fed and other central banks, balance sheets have contracted 3% over the last year. Liquidity is being sucked out of the system and this is being led by the Fed. Pairing this with recent soft manufact...

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