Table: Biggs's Global Picks

CONSUMER PRODUCTS

"In a low-inflation, slow-growth world, consumer-products companies that grow in the 4% to 6% range will receive high valuations as defensive equities"

ENERGY

"As world energy consumption swells and the world's oil reserves decline, energy companies will benefit from higher oil prices and increased exploration and development"

PHARMACEUTICALS

"Drugmakers with strong new-product flows should be able to maintain pricing power and show double-digit earnings growth, which will be a rarity in a tougher environment"

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