HomeTechTelecomGiorgio Caputo Says Rethink Defensives, Cyclicals, & Fixed Income
Giorgio Caputo Says Rethink Defensives, Cyclicals, & Fixed Income

Giorgio Caputo notes the significant recovery in inflation expectations, but real rates remain low. He said the risk is still for interest rates to go higher, and if inflation does not set in - it will be important to pick your spots. Caputo says look for tight supply chains with barriers for entry.

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