As tensions escalate between Russia and Ukraine, Trish sits down with noted geopolitical and macroeconomics strategist Marko Papic, Partner and Chief Strategist at the Clocktower Group, to look at how to best position your portfolio.
Papic warns the Fed may not be able to raise rates as quickly as it intended, given the increasing threat of recession. "Energy prices," he says, "will continue to escalate, providing a positive environment for energy investing." Other sectors he likes include materials and Real Estate, but he warns it will be a delicate balance between the inflation heading our way and the danger that could cause a massive consumer pullback.
Find out how to best position your portfolio amid these ongoing challenges.
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