Investors should prioritize flexibility and cash flow during this precarious period, wrote Andrew Korz, director of investment research at FS Investments.
He examines inflation and its 40-year high, and the implications for the economy, policymakers, and markets more broadly.
Investors should recognize that the distribution of potential outcomes in the next two years is extremely wide. Inflation is the most important factor, including both
The magnitude of the policy response required as well as the consumer outlook.
To read the report,
