November 22, 2022 – Chief Investment Officer, Stuart Katz appears on Nasdaq Trade Talks to discuss whether interest rate risk or recession risk is a bigger risk for investors. “Inflation is going to be more persistent than history would suggest, and we believe the go forward requires investors to recognize there’s a new normal, so to speak. One where it’s not low rates and low inflation, but in fact, structural forces which are going to lead to more persistent inflation and therefore higher rates for longer and that’s going to impact cause to capital. That’s going to challenge multiple expansion and people need to be saddled up in their portfolio for that kind of world,” says Katz. Watch the full clip here: https://bit.ly/3hS8QS4
