This week in the Review:
Stagflation is here: Does sector positioning matter?
• Stagflation periods have seen better relative performance by healthcare, energy and financials; and lower relative performance by industrials, information technology and materials
• The consideration of sector exposure during periods of economic and interest rate inflection is a useful exercise
Information
- Show
- FrequencyUpdated Monthly
- PublishedOctober 21, 2022 at 8:43 PM UTC
- Length8 min
- Episode45
- RatingClean