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Stephanie Batchelor: Milford Asset Management Analyst on the 'fallen angels' in the US markets

The US market is up almost 20 percent on the year - but big names like Starbucks, Nike, and Lululemon have been struggling.

The consumer discretionary sector has jumped 6 percent, with a number of companies being dubbed 'fallen angels'.

Milford Asset Management's Stephanie Batchelor explains how investors can proceed.

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