Even if Federal Reserve chair Jerome Powell doesn't think we're in a recession yet, the mood on the Street is angsty as the economy just registered two consecutive quarters of GDP declines. But one portfolio manager believes a few stocks could ride out the current and coming turmoil—and reward investors for the risk they're taking on those bets now.
"We still think that there's a lot of uncertainty out there, so you need to focus on quality companies that are resilient companies that can survive any kind of cycle," Saira Malik, the CIO of Nuveen, told Fortune.
