Brett Girard's top picks: Lindsay Corp., Littelfuse, Dassault Systeme
Both the equity and bond markets are trying to grapple with the uncertainty around COVID variants, inflation and employment rates. Conflicting data released domestically and abroad continues to muddy the water.
In this uncertainty, we advise investors to continue to focus on having a balanced mix of assets to protect a portfolio against a range of positive and negative scenarios. Specifically, within equities, investors should look through base rate revenue growth to consider defensible business models and free cash flow contribution.
Companies strong in these attributes, especially those with a clean balance sheet, can be nimble in a changing macroeconomic environment and reward shareholders with rising dividends.