Sona Menon, Head of North America Pensions at Cambridge Associates.Sona Menon
Sona Menon expects a slight recession in the second half of 2023.
She notes that stock valuations are on the high end and do not reflect recession risks.
Their approach is to construct a portfolio designed to protect against the risks of inflation and deflation.
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Fast rising interest ratesstubborn inflation and fears of a recession have dragged the US S&P 500 stock index down 20 percent over the past year.
