Six boring 'buys'

There’s no escaping it; macro factors are driving markets. So what investment strategy now? Alex Leyland from Leyland Private Asset Management says you don’t need to be too smart in this environment and stick to quality names that have seen a few cycles. He says the likes of BHP (BHP), Westpac (WBC) and CSL (CSL) are always safe bets. There’s enough volatility in the market according to Alex, so you don't need to go too far up the risk curve to find value. Amcor (AMC) is one to watch, after seeing increased input costs it was able to pass on the costs plus it has defensive sector characteristics. The tech and growth names could see upside as they haven’t seen significant input pressure but he says to wait and see till reporting season. Alex says to look for businesses with low capital intensity, strong brand name and pricing power. Tune in here for how China interlinks in the dynamic…