Stick with companies that have secular growth characteristics: Wells Fargo's Patel
Phil Camporeale, J.P. Morgan Asset Management and Margaret Patel, Wells Fargo Asset Management, join 'The Exchange' to discuss the sectors they're watching amid the market volatility and economic recovery. We believe the fiscal stimulus plan has been postponed, but it doesn't change the fact that we are on a sustainable recovery, says Camporeale. This is a really good environment for credit. Investors should get as much carry or yield in their portfolio as they can.
Fri, Sep 25 20202:34 PM EDT