Sempra SRE

Edison International's stock shed nearly a quarter of its value in a month, yet the quarterly dividend arrived unchanged and management confirmed guidance. Whether that income stream survives depends on one question Sacramento has not answered.

Inflation is no longer just a headline story about oil and tariffs; it is seeping into freight, food, financing costs and the way companies set prices. That creates real winners and clear weak spots. If you want to avoid being caught on the wrong side of higher-for-longer rates and stretched equity valuations, this article walks through three high-quality defensive stocks that appear well placed for this new phase of Trumpflation. The three stocks highlighted below are a small sample of the...