ELAINE F. PHIPPS, MBA, CFA - PORTFOLIO MANAGER
As the Coronavirus grips much of the world, global travel and commerce have come to a screeching halt. The last thing people want to think about is getting on an airplane, checking into a hotel or spending money on the latest fashions. They are concerned about sourcing food, cleaning supplies, and the holy grail – toilet paper.
Investors have long been drawn to consumer ...
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