The U.S. government's plan to inject $20 billion into Citigroup failed to fully reassure analysts about financials. So what is safe to invest in now?
Tim Harris at JPMorgan Asset Management and Khiem Do at Baring Asset Management offered their sector strategies to CNBC.
Harris recommends utility stocks, consumer staples and pharmaceuticals for this market environment.
Do disagreed on staples and utilities, saying they're still priced too high.