14min chapter

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US Consumer Sentiment Rises, Boeing Strike

Bloomberg Intelligence

CHAPTER

Defensive Investment Strategies in a Changing Economy

This chapter discusses the importance of a defensive investment posture amid current economic growth expectations and labor market conditions. The speakers favor fixed income assets and defensive sectors like healthcare, while also advising on the benefits of adjusting equity exposure. They provide insights on currency markets, credit risks, and the implications of upcoming economic events on investment strategies.

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