Market Views

Portfolio positioning amidst higher rates and receding recession fears

2022 was a year of significant events that were very challenging for investors, all happening within a relatively short period of time. And now, two months into 2023, there’s a lot of discussion whether we will see a hard or soft recession. So how should investors incorporate this into portfolio positioning?

Listen to Douglas Branson (Head of Business Development, Algebris Investments) in conversation with Simon Peters (Investment Strategist, Algebris Investments)

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