CONSUMER DEFENSIVE News & Analysis

Finding value in defensive stocks can be difficult in uncertain times. We identify an attractively priced consumer staple with a rare wide moat.

Why investors seeking defensive assets might do better looking past the big-name supermarkets and to this liquor store giant.

Uber, Starbucks and brewing giant Anheuser-Busch (of Budweiser fame) should all benefit as consumers swap back to services.

Beaten-down industries, such as airlines, hotels, cruise lines and gaming should benefit from a return to normal spending patterns. 

Australian equities remain attractive thanks to limited exposure to the rising inflation and rates gripping markets.

Musty data means the Reserve Bank is fighting inflation with one eye closed.

Inflation fighting assets include commodities, defensive retailers and those companies able to pass along rising prices.

Local investors were spooked after US retail giants Target and Walmart plummeted overnight as rising prices hit margins and inventory.

It’s got the balance sheet to do it, but it lags behind larger rival Woolworths.\n 

Morningstar has downgraded its valuation for the infant formula maker as it grapples with weak growth.