Market Update: July 8th – Inflation 2022

Pallas-Perspective

Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss:

  • What has been the driver of inflation?
    • Ukraine war impact on oil and food
  • What has benefited from inflation?
  • What has been impacted the most?
    • Concerns about recession including consumer cyclical, industrial and financial services
  • Where do we stand now?

Listen now on Apple Podcasts or Spotify.

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