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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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The Easy Money Era – Who Was Hurt
![The Easy Money Era – Who Was Hurt](/davissma/images/vid110823/who-hurt.png)
The long period of low interest rates punished companies who were succeeding by traditional measures
Watch NowImpact of Inflation & Rising Rates on Portfolio Positioning
![Impact of Inflation & Rising Rates on Portfolio Positioning](/davissma/images/vid22422/impact-inflation.jpg)
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)
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