Higher for Longer: Adapting Stock Selection for Higher Inflation/Rates

By Dan Zolet, CFA SUMMARY We expect inflation and rates to remain higher than the last decade. We favor tech within growth and cyclicals within value. Specifically, we focus on cash flow generation in both groups. As we discussed earlier this month in our “3 Rules” update, we believe that the Federal Reserve will remain [...] The post Higher for Longer: Adapting Stock Selection for Higher Inflation/Rates appeared first on ETF Trends .