MarketWatch: Year-end rally? Bullish stock-market pattern set to collide with stagflation fears

Mark Neuman, CIO and founder of Constrained Capital, speaks with Vivien Lou Chen of MarketWatch about his market outlook for 2023. “The tricky part for investors in a stagflation scenario would be confusion over where to invest. In a stagflation environment, there’s no defense for central banks. And if we are going into a stagflation environment, where does that leave investors? There’s always going to be sectors that act better than others, and I think the commodity patch is where I would look. I would continue to look at under-owned, under-invested and necessary areas, which makes commodities very interesting,” states Neuman.

Read the full interview on MarketWatch.com

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MarketWatch: Year-end rally? Bullish stock-market pattern set to collide with stagflation fears

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