Market Update: July 8th - Inflation 2022

Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss:

· What has been the driver of inflation?
           - Ukraine war impact on oil and food
· What has benefited from inflation?
· What has been impacted the most?
           - Concerns about recession including consumer cyclical, industrial and financial services
· Where do we stand now?