Cirrus Q3 2022 - Market Outlook Part 2

Listen to part 2. Investors are uniquely challenged as we struggle, for the first time in many decades, to properly frame a portfolio with both an inflation strategy and a recession posture. As the Fed continues its restrictive monetary policy, it must walk the tightrope between an inflationary jump and a heavy-handed approach leading to a profits recession and possibly a full-blown recession. Our Barbelled strategy assumes a world in which the profit cycle is slowing and quality traits will continue to be rewarded.

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