Thesis' Paterson: Three stocks to navigate global uncertainty

UK-listed names

clock • 2 min read

Ryan Paterson, research analyst at Thesis Asset Management, has highlighted three UK-listed companies that could help investors navigate market uncertainty caused by Brexit, the slowing global economy, and the US election.

Carnival FTSE 100 cruising company Carnival is one such company that Paterson sees as taking advantage of the current global climate. Which stocks will be the biggest Brexit losers? "Many investors worry about the cyclicality of Carnival, but the company continues to deliver record results in a soft period for the global economy. Its third quarter trading update was impressive and once again beat market expectations. "The share price movement has been particularly choppy this year as investor sentiment has waned on fears of weak pricing, Zika virus, terrorism, Brexit and the eff...

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