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Infrastructure’s resilience can serve investors well during times of economic recession, reports ClearBridge Investments
10:01 AM
Time for equity investors to prepare for higher borrowing costs and rising stresses on corporate cash flows, warns MFS’s Robert Almeida
Jun 08 2023
The Fed hiking rates or not from here onwards is a ‘distraction’, argues MFS strategist Robert Almeida. What matters instead are future cash flows/profits, and here markets are set for disappointment
May 22 2023
With the US set to run out of money in the next few months, and US politics at bipartisan extremes, another debt ceiling battle is underway which could have recession implications
Apr 21 2023