This week in the Review:
Stagflation is here: Does sector positioning matter? 
• Stagflation periods have seen better relative performance by healthcare, energy and financials; and lower relative performance by industrials, information technology and materials 
• The consideration of sector exposure during periods of economic and interest rate inflection is a useful exercise

This week in the Review: Stagflation is here: Does sector positioning matter? • Stagflation periods have seen better relative performance by healthcare, energy and financials; and lower relative performance by industrials, information technology and materials • The consideration of sector exposure during periods of economic and interest rate inflection is a useful exercise

PCA Week in Review - Friday, October 21, 2022

The podcast that brings you conversations and professional analysis on the topics and trends affecting your everyday financial life. More info at pallascapitaladvisors.com

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PCA Week in Review - Friday, October 21, 2022

PCA Week in Review - Friday, October 21, 2022