Surveillance: Rising Prices with Weinberg
Bloomberg Surveillance
00:00
What Is Defense in 2023?
Over the next 12 to 24 months or so, we think we'll go from a more defensively oriented tilt to more offensively oriented. Defense is usually just what works when things are bad. What's interesting, I think, this time around, defense is also your shorter duration CD one to two year treasury bond space as well. And that is an environment where, you know, if investors do want to hang out, think about a recovery playbook.
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