PCA Week in Review - Friday, October 21, 2022

from The Pallas Perspective · host Freelance Imaging

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

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PCA Week in Review - Friday, October 21, 2022

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