In the current inflationary environment, we expect interest rates will rise, and we see a significant opportunity to invest in the value sectors of the market while avoiding the mega-cap tech stocks.
The Manley Macro Memo
The Manley Macro Memo
The Manley Macro Memo
In the current inflationary environment, we expect interest rates will rise, and we see a significant opportunity to invest in the value sectors of the market while avoiding the mega-cap tech stocks.