What characteristics are being sought in companies to ensure durability and resilience in the current economic environment?
Schroders's Davidson Sees Another Year of High Volatility for U.S. Equities
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Hard
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The video discusses the US equity market outlook for 2019, predicting high volatility and low returns. It highlights investment opportunities in undervalued stocks with strong business models and cautions against sectors with high debt levels, like telecoms, due to pricing challenges and competition.
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OPEN ENDED QUESTION
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What is the significance of pricing power in the context of rising costs and inflation?
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