Episode 7: How We See the Rest of 2022 [Audio]

We take a further look at interest rates and our expectations for the companies most likely to benefit/likely to not be impacted as much from our expectation of higher rates. We then summarize our outlook for stocks/investment selection for the remainder of 2022 as follows 1) Continuing to eye strong base effect companies who can benefit from economic recovery 2) Stable balance sheet companies that can withstand the rise in global interest rates.

Barita Braintrust Podcast
Barita Braintrust Podcast
Episode 7: How We See the Rest of 2022 [Audio]
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