Wouter Sturkenboom, CFA, Chief Investment Strategist, EMEA & APAC & Michael Hunstad, Ph.D., Head of Quantitative Strategies
Recession or Repricing? One word, nine letters, two very different outlooks
Investors’ angst over Fed rate hike plans have caused equities to stumble into bear market territory. Are volatile stocks signalling a recession, or adjusting for higher interest rates and slower growth?
Join our top investment experts as they discuss the key portfolio implications of this rapidly evolving market:
- Inflation debate: how far Central Banks are prepared to go
- Will value stocks continue to rally through recession worries?
- Building equity portfolios to navigate market uncertainty