Miner Company
For Once, I Will Think Like A Bear: Q2 Winners And Losers
Energy and utilities are favored for Q2 2026 amid geopolitical volatility, while industrials require selectivity and energy-intensive sectors face headwinds. Private credit emerges as a significant recession risk, with BDCs needing close monitoring due to delayed stress visibility and elevated redemption pressures.
Energy and utilities are favored for Q2 2026 amid geopolitical volatility, while industrials require selectivity and energy-intensive sectors face headwinds. Private credit emerges as a significant recession risk, with BDCs needing close monitoring due to delayed stress visibility and elevated redemption pressures.