The big question this year that just lingers throughout the year is how do you play defense in this market? Your traditional defensive sectors are pretty richly valued at the moment. We're seeing a lot of ETF inflows into the utility sector. That's not where I would be hiding. If you really need to be defensive, I think health care is probably your best bet.
Ed Price, Principal at Ergo, discusses Liz Truss quitting as UK prime minister after a brief and chaotic tenure that saw her announce a massive package of tax cuts before unwinding most of it in the face of a market rout. Dr. Ian Lustbader, Clinical Professor of Medicine at NYU Langone, talks about inflation impacting healthcare costs. New Balance CEO Joe Preston shares his thoughts on supply chain challenges and inflation hitting the footwear and apparel manufacturer. And we Drive to the Close with Eddie Perkin, Chief Investment Officer at Equity at Eaton Vance.
Hosts: Carol Massar and Mike Regan. Producer: Paul Brennan.
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