Chemicals

After a dreadful 2018, we’ve shifted to an Overweight position on the Chemicals sector for 2019 with increased appetite for risk within the group. We now advocate a barbell–based approach to exposure characterized by specialty chemical stocks with premium growth prospects and commodity-linked names with superior balance sheets and high prospective free cash flow yields.

Top Picks:

  • Albemarle Corporation (ALB)
  • Huntsman Corporation (HUN)
  • Livent Corporation (LTHM)