How To Hedge During Inflationary Times

There are multiple indicators that can signal a recession, says Loreen Gilbert. She discusses the outlook for risk assets in 2023. She talks about what investors should keep their eyes on, highlighting health care stocks which include Johnson & Johnson (JNJ), UnitedHealth (UNH), and Merck (MRK). She then goes over how to hedge during inflation times and analyze market indicators. She notes that we are overweight duration in the fixed income space, but prefer to stay in the high-quality space. She also mentions two primary catalysts for improvement in risk assets this year include the reopening of China and a more dovish Fed. Tune in to find out more about the stock market today.