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 the significance of supply chain control according to Carlos Tavares?

How does Emily Hill view the long-term expectations for inflation?

What is Emily Hill's perspective on investing in technology stocks during uncertain economic times?