Investors should get ready for a post-recession bull run
FTAdviser Podcast
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Should Investors Be Defensive?
We prefer investment grade debt to equities. High quality corporate bonds tend to perform more consistently as soon as central banks stop hiking. The recession is likely to be shallow in our opinion, and there's very few markers consistent with this recession turning into a financial crisis. We do think they could be a part of a new bull market beginning later on in the year.
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