Diageo Plc (DEO)

Guinness Global Innovators, an investment management company, recently released its Q1 2026 quarterly investor update for its “Guinness Global Equity Income Fund”.

Placed into the larger category of consumer staples or consumer packaged goods, beverage stocks are often perceived by investors as both timeless and recession-proof.

Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for “Artisan Value Fund”. A copy of the letter is available to download here.

ByteTree Asset Management released its "The Multi-Asset Investor Strategy" Q1 2026 Investor Letter. A copy of the letter can be downloaded here.

Investment management company Vulcan Value Partners recently released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.

Early in the year, the equity markets experienced a strong rotation into consumer defensive stocks.

European equities fell on March 27 while oil prices remained high, as concerns about the impact of conflict in the Middle East persisted despite US President Donald Trump's decision to extend the deadline...

Diageo plc (NYSE:DEO) is one of the best undervalued defensive stocks for 2026. On March 2, Diageo plc (NYSE:DEO) was downgraded to Hold from Buy, with the firm setting a price target of 1,800 GBp.

On March 20, John Kolovos, Macro Risk Advisors, appeared on CNBC’s ‘Closing Bell Overtime’ to talk about the state of the market and whether investors should be cautious.