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We see continued margin pressures, emerging-market opportunities, spin-off acquisition targets, plus some pockets of value in the sector.
Get our sector-by-sector take on the bond markets, plus our five best bond ideas.
The author does not own any of the stocks or funds mentioned above.
The consumer defensive category offers value and stability in a volatile market.
We saw a higher level of trading by our top managers in the most recent period.
A deeper look at two top sectors yields eight stocks investors should consider.