Surveillance: Jobs Figures with Hollenhorst
Bloomberg Surveillance
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How to Avoid a Recession in the US
We continue to lean into quality that companies with great balance sheets, lots of cash, a limited need to tap the capital markets in order to grow. Mid-cap stocks in the US, mid-cap value in particular, one of the only areas that's trading at a discount. We do have some of it in portfolios where overweight Europe versus emerging market equities,. But we think that the better time for Europe is going to be in the future.
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