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Why Swatch is one to watch

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From protests in Hong Kong to burning issues in the Middle East, global luxury brands have been hit by increased geo-political tensions. But research by Morningstar suggests this sector is looking more attractive.

Paul Swinand picks out Swatch Group (SWGAF) which he believes will outperform other groups. He also opts for LVMH (MC) which owns brands such as Louis Vuitton and Moet. Because it's so diverse, Swinand says it is much less susceptible to any one sector having a downturn.