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Recession Potential and Impact on Portfolio Positioning
Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of the business durability.
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Impact of Inflation & Rising Rates on Portfolio Positioning
Equities remain the preferable asset class – Particularly companies with the pricing power to pass along higher costs (select Tech and Industrials) or who benefit outright from rising rates (Financials)
Watch NowHow Investors Should Prepare for the End of the “Easy Money” Era
As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
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