Finding Companies that Profit Whatever the Politics

The stock market is being battered by uncertainty, but not all companies' future revenues are unclear, says Threadneedle's Mark Nichols

Emma Wall 11 July, 2016 | 4:19PM
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Want a stock that will thrive through the uncertainty of Brexit, the threat of a second European banking crisis and even the break-down of the Eurozone? You need to find a company that has control of their own future.

Many of our holdings are run and owned by the descendants of the founder. This makes them more aware of the risks

Mark Nichols, European equities investor for Columbia Threadneedle says that if you find a company with enough pricing power and an international market, politics does not matter.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Davide Campari-Milano NV Az nom Post Frazionamento12.68 EUR0.00
Kingspan Group PLC92.06 EUR0.00
Pernod Ricard SA195.50 EUR0.00Rating
Threadneedle European Sel Rtl Acc GBP4.47 GBP0.52Rating

About Author

Emma Wall  is former Senior International Editor for Morningstar