Deep Dive: 3 stocks that can make you money despite a trade war or recession

What should a manager of funds that invest around the world do during a lingering disagreement between the U.S. and China? For Brian Beitner, managing partner of Chautauqua Capital Management, the answer is to avoid making investments that assume a favorable outcome for trade negotiations.

During an interview, Beitner named three companies he believes have business models that give them the advantages they need to thrive during a long period of trade tensions or even a recession. He isn’t counting on successful trade negotiations, and in his second-quarter market performance review called the combination of high debt levels and very low interest rates in the developed world “worrisome.

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