Higher for Longer: Adapting Stock Selection for Higher Inflation/Rates
We expect inflation and rates to remain higher than the last decade. We favor tech within growth and cyclicals within value.
Source: etftrends.com
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We expect inflation and rates to remain higher than the last decade. We favor tech within growth and cyclicals within value.
A recession is coming. Investors are rushing into bonds. Yields are plunging. And growth stocks are starting to rise from the ashes.