))
PCA Week in Review - Friday, October 21, 2022
Manage episode 344890993 series 3358692
Content provided by Pallas Capital Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pallas Capital Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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
92 episodes
Share
