The race against recession
The Fed’s 50 basis points September cut certainly pleased financial markets, but we remain concerned that the Fed’s decision to turn the corner may be “too little, too late” to avert a recession. In this challenging environment, investors who need to adjust their portfolios but face their own version of “starting block” may discover their missing muse in the following themes.
- Find a happy medium between the tortoise and the hare.
- The private credit run isn’t over yet.
- Another race to consider: U.S. elections.
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