Description

In this episode of Coffee with Evergreen, Jeff Otis interviews Gherman Howell to discuss how investors should approach markets with looming recession fears and a strong start to the year for stocks.

Some topics they cover:

• Should investors trust the recent rally?
• Why do credit spreads not seem to be pricing in a recession?
• Should investors move from floating- to fixed-rate debt?
• Which sectors do we think are most attractive in the near- and long-term?

As always, thank you for listening!