Aegon AM's Rybinski on Fed Policy, Markets

The video discusses the potential risk of a recession due to policy actions, highlighting the impact on growth and unemployment. It examines asset performance in late economic cycles, emphasizing the importance of stock selection and industries with growth potential, such as tech and defense. The video also provides an outlook on the energy and commodities sectors, noting the potential slowdown in earnings growth as the economy slows.

In what ways can companies with pricing power navigate a slowdown in growth?

What implications does the forecast of energy prices have on earnings growth?