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.
23 Apr 2021
Morning Trade Live
11 Apr 2022
Market On Close
26 Jan 2022
Morning Trade Live
15 Feb 2022
Market On Close
03 Feb 2022
The Watch List
21 Apr 2022
Morning Trade Live
01 Apr 2022