The Case for a Soft Landing
What Goes Up
Is That a Danger Point for Equities?
Jerimy: I agree there are plenty of signs that inflation is piqued. But i wonder what happens if we get it sort of plateauing out, say, later in the year? Jerimy: More stable dividend growth stocks in consumers, stables in health will have an offset relative to high levels of inflation. The aristocrats, as they say, the dividend aristocrats.
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