With much uncertainty in today's financial markets, David Darst has identified a few key themes driving equity markets as well as what stocks are currently on his watch list. Among Darst's key investment themes include growing, but slowing GDP and corporate profits and transitioning to a less stimulating monetary and fiscal policy backdrop. On Darst's watch list are: Raytheon (RTX), Boyd Gaming (BYD), Walt Disney (DIS) and Coca Cola (KO).
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