A dead-cat bounce, or is there more juice in the markets?
03 February 2023
As the Federal Reserve (FED) and other policy makers keep their course and economic data continues to be volatile, equities may find themselves in a sweet spot.
In the "Higher for Longer" scenario, equities would be the clear winners. But even in the current environment, they are set to outperform bonds. In such a win-win scenario, it's time to add exposure to high-quality, growth stocks and increase beta in portfolios.
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