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Market Update: July 8th - Inflation 2022
Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss:
· What has been the driver of inflation?
- Ukraine war impact on oil and food
· What has benefited from inflation?
· What has been impacted the most?
- Concerns about recession including consumer cyclical, industrial and financial services
· Where do we stand now?
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By Pallas Capital AdvisorsPallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss:
· What has been the driver of inflation?
- Ukraine war impact on oil and food
· What has benefited from inflation?
· What has been impacted the most?
- Concerns about recession including consumer cyclical, industrial and financial services
· Where do we stand now?