Big Call: Safran, Mondelez, Schneider Electric, Hannover Re

Significant pullbacks were recently observed, particularly with the conglomerate Safran. Given the escalating conflict in the Middle East, Safran, as one of the leading suppliers of high-end engines for passenger aircraft like the A320neo, has come under significant pressure. Consumer staples stocks are likely to come back into focus given the continuing challenging market environment. Here, Mondelez (MDLZ) remains one of our favorites, especially as the chocolate and confectionery manufacturer, with its strong brand portfolio including well-known...