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.

Market On Close

23 Apr 2021

ON AIR
3:00 am
Trading 360
replay
12:00 am
Fast Market
REPLAY
education
1:00 am
Your First Trade
REPLAY
1:30 am
Next Gen Investing
REPLAY
education
2:30 am
Your First Trade
REPLAY
ON AIR
3:00 am
Trading 360
REPLAY
4:00 am
Fast Market
REPLAY
5:00 am
Next Gen Investing
REPLAY
education
6:00 am
Your First Trade
REPLAY
6:30 am
Trading 360
REPLAY
7:30 am
Fast Market
REPLAY
8:30 am
Next Gen Investing
REPLAY
education
9:30 am
Your First Trade
REPLAY
10:00 am
Trading 360
REPLAY
11:00 am
Fast Market
REPLAY
12:00 pm
Next Gen Investing
REPLAY
education
1:00 pm
Your First Trade
REPLAY
1:30 pm
Trading 360
REPLAY
2:30 pm
Fast Market
REPLAY
3:30 pm
Next Gen Investing
REPLAY
education
4:30 pm
Your First Trade
REPLAY
5:00 pm
Trading 360
REPLAY
6:00 pm
Fast Market
REPLAY
7:00 pm
Next Gen Investing
REPLAY
education
8:00 pm
Your First Trade
REPLAY
8:30 pm
Trading 360
REPLAY
9:30 pm
Fast Market
REPLAY
10:30 pm
Next Gen Investing
REPLAY
education
11:30 pm
Your First Trade
REPLAY

Get Market Minute

Daily insights for every investor

FOLLOW US