Bowersock's Hill: We're Not In A Recession

Emily Hill discusses the potential for a recession and its implications for equity and bond markets. She advises staying defensive in equities and sees opportunities in bonds despite recent market downturns. Supply chain disruptions and inflation are highlighted as ongoing challenges, with a focus on investing in companies that can manage these issues. The discussion also touches on the potential for growth in technology stocks, despite rising interest rates.

What is Emily Hill's prediction regarding a recession in the near future?

• A recession is unlikely in the next year.

• A recession is currently happening.

• A recession will not happen for several years.

• A recession is likely within the next three to six months.

How does Emily Hill describe the recent market rally?

• A sustainable growth trend.

• A bear market rally.

• A stable market condition.

• An unexpected downturn.

What is Emily Hill's recommendation for investors in the current equity market?

• Invest in high-risk stocks.

• Stay defensive and focus on cash flow-generating segments.

• Avoid all market investments.

• Invest heavily in technology stocks.

What does Emily Hill see as a current opportunity in the bond market?

• Investing in high-risk bonds.

• Buying publicly traded bonds.

• Avoiding all bond investments.

• Selling all bond holdings.

Why does Emily Hill believe it's important to invest in companies that can manage supply chain disruptions?

• They can better handle long-term inflation pressures.

• They are more likely to go bankrupt.

• They have higher profit margins.

• They are less affected by inflation.

Which companies does Emily Hill suggest are important for long-term investment?

• Small local businesses.

• Large global multinational companies.

• Startups with high growth potential.

• Companies with no supply chain control.

What is Emily Hill's view on technology stocks in the context of a potential recession?

• They should be completely avoided.

• They will outperform all other sectors.

• They are not good investments.

• They offer good opportunities if selected carefully.