Inflation will probably stick, and a recession looks likely. But this market still offers opportunity.
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Featuring David Higgins and Samuel Burke
Dec 08, 2022 • 31 minutes
Expect central banks to hold interest rates higher to tame sticky inflation for the foreseeable future: That’s the key message from Carraighill research analyst David Higgins. Higgins also believes the global economy will fall into recession in 2023, and it will be deeper and longer than most observers anticipate. In this episode of 3 Ideas, Higgins talks about where he sees opportunity right now, identifying both long and short ideas across multiple sectors. Remember, this is not advice. Rather, this is a launching point for you to do your own due diligence and to make decisions that suit your risk tolerance, your time horizon, and your financial objectives. Recorded on November 30, 2022.
Show MoreWorld-class investors discuss their top three top ideas for where to put your money right now. From value fund managers to currency strategists, these experts lay their cards on the table and Real Vision hosts ask the hard questions on behalf of our community.
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World-class investors discuss their top three top ideas for where to put your money right now. From value fund managers to currency strategists, these experts lay their cards on the table and Real Vision hosts ask the hard questions on behalf of our community.
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