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For $20 Billion Investment Manager, Trash Means Protection From The Trade War: (EALCX)
FYI: As the U.S. and China exchange tit-for-tat trade sanctions, money manager Yana Barton is looking in an unlikely place for protection from tariffs: the trash.
It’s all about the waste management industry’s ability to control prices, said Barton, who oversees $21.6 billion for Eaton Vance Corp. While additional tariffs will eventually lead to higher costs for many companies and consumers, businesses that handle waste removal should be largely insulated compared to others in the industrials sector. The stocks also could help diversify portfolios from more cyclically oriented holdings. Regards, Ted https://www.bloomberg.com/news/articles/2018-09-25/for-20-billion-investment-manager-trash-means-trade-protection
