Longer duration is much more attractive, says Giorgio Caputo. He discusses what to watch for this year, as well as investing in fixed income versus equities in 2023. He notes it is better to take on duration in fixed income rather than equities. He also talks about how falling input prices could improve profit margins in consumer staples. He goes over that investors should look for durable areas of growth in problem solver industries. Tune in to find out more about the stock market today.
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