Erin Lash covers the consumer products space. She says valuations in the space have continued to trend higher over the last several months, driven by a number of factors which include the rotation into higher-quality names amid global economic uncertainty and the appetite for yield and strong shareholder returns. Ms. Lash says there’s also been a renewed optimism for M&A in the space. She shares which names she recommends and how they are attractive for the long term.
Full interview available here.
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