What Our Clients Are Asking: The "Snakes-And-Ladders" Webcast Follow-Up
公開日
This Fed is a single mandate Fed which won’t consider the job done until inflation reaches a 2% target. Concerns about slowing growth will displace concerns about inflation. Equities will bottom shortly before economic growth bottoms. Until then we recommend a defensive portfolio tilt, and offer a few tactical and strategic ideas for the overweights.
BCA | Equities
Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
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