Hedge fund says hard landing is 'most likely' and names 3 global stocks to play it

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David Neuhauser of Livermore Partners identified the global stocks he believes will perform well if there's a economic hard landing.

A U.S.-based hedge fund is predicting a hard landing scenario for stock markets despite a steady decline in inflation, with the S & P 500 falling into a bear market. David Neuhauser, chief investment officer at Livermore Partners, said that while the gradual decline in the inflation rate over the past year is a positive sign for the economy, he expects prices to remain stubbornly high for an extended period.

As inflation rises, companies serving the wealthy have outperformed as their customers are not as sensitive to price rises. The trend is also evident in the automotive sector. For example, Ferrari, which makes about 14,000 cars annually, is currently valued at 53 billion euros , compared to mass-market car maker Stellantis, which produces 6 million vehicles every year and is valued around 48 billion euros.

 

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