Rising Stagflation Risks Are Changing the Investment Playbook
Exchanges
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Recession Risk
If we don't find ourselves in recession, but we are just in a much lower growth environment, does that change how investors would think about adjusting their portfolios? It depends an we are canty at e quite above trend growth level. So i think whether technically it's a recession or not, it may feel as a recessionin all purposes. I think risky acids tend to react very aggressively once yore at the onset of a recession. But they can rally and do quite well into the recession. Being under invested into recessions is s why you wont be careful about being too aggressive in shifting the portfolios too early.
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