CEF Report August 2022 | CEFs Continue In Rally Mode But For How Long?
Summary
Risk assets continue to rebound with investors focusing on the potential of a Fed pivot given slower growth and inflation.
We think we will shift from a stagflationary economic regime to a deflationary bust one. That means adding duration and quality.
What are the best opportunities today and what sectors should we be focused on?
We think the inves…
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