Daniel Kerven, captain of the Bank of America Merrill Lynch team that tops the media roster, is urging clients to choose value over growth right now but notes there are plenty of long-term opportunities in the sector.
Trevor Stirling of Sanford C. Bernstein, who celebrates his sixth straight year at No. 1, says 2016 will be another tough year for the beverage business, especially those that are dependent on emerging markets.
The growth of discounters and lack of inflation make this a challenging time for Europe’s food retailers, says James Anstead, who guides the Barclays crew back to No. 1 in the sector.
Although the overall environment for Europe’s retailers remains healthy, according to Deutsche Bank’s Alexander (Warwick) Okines, leader of the sector’s top-ranked team, investors should be mindful of slowing growth.
Sanford C. Bernstein’s Elisabeth Clive, whom money managers voted the medical sector’s No. 1 analyst, believes many companies in her coverage universe are poised to take off.
