“The good news for investors is that the probability of recession has dropped dramatically. So now it’s really time to figure out how to put those cash hoards to work. What kind of growth exposures do you want and what kind of income exposures do you want to go for?”
–Troy Gayeski
Chief Market Strategist Troy Gayeski joined Bloomberg to discuss the decisions facing investors now that the U.S. economy looks so strong. He addressed the cycle’s mega trend in cash (and how it may lead to missed opportunities), what rate cut expectations could mean for fixed income and why middle market private equity is one of his favorite places for growth outside of mega cap tech.
Watch the video to hear more from Troy.