Next market crash: JPMorgan's top defensive sector, stock picks to buy - Business Insider

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Next market crash: JPMorgan's top defensive sector, stock picks to buy - Business Insider
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JPMorgan's equity chief explains why an unloved corner of the market has become your best defense against a crash — and lists the group's 10 best stocks to buy

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, JPMorgan's chief US equity strategist and global head of quantitative research. He had rated the sector an "underweight" and described this move as one of his biggest out-of-consensus calls for 2019. The "underweight" he slapped on the sector last year was partly motivated by its rich valuation compared to peers. But after many months of underperformance, he says prices have been reined in sufficiently enough to go bargain hunting in that space.

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