EPISODE · Jul 7, 2022 · 12 MIN
Market Update: July 8th - Inflation 2022
from The Pallas Perspective · host Freelance Imaging
Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss: · What has been the driver of inflation? - Ukraine war impact on oil and food · What has benefited from inflation? · What has been impacted the most? - Concerns about recession including consumer cyclical, industrial and financial services · Where do we stand now?
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Market Update: July 8th - Inflation 2022
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