Investors should stick to companies that can keep generating earnings as they navigate high inflation and a consumer slowdown, according to DCLA’s Sarat Sethi. “Earnings are going to drive this market going forward,” Sethi said Monday on CNBC’s “Squawk Box.” “Not multiple expansion, not liquidity, it’s going to be where do we find earnings, and where do we find companies that can actually make money?” The managing partner and portfolio manager at Douglas C. Lane & Associates said he finds value in businesses that are trading at below market multiples that have better growth. Among his picks? Financial services stocks such as Morgan Stanley , which has a nearly 4% dividend yield, and American Express . Well-managed industrial companies such as Honeywell and Ingersoll Rand, which have generated earnings in periods of high inflation, are also good picks for investors, according to…