BND - Where Can Investors Hide Money In A Bear Market; What To Consider

• Markets are definitely seeing a slowdown in exuberant activity, with the activity in M&A and also results in tech being our favourite leading indicators.
• Inflation is also a concern to investors and the economy, and could result in a bear market if it continues to run rampant.
• We always stay in equities, since there's always a business out there that is hedged to inflation, and as investors, we have so many tools to understand them.
• We think quality businesses, commodity businesses, and businesses with economics that involve fixed costs and favourable trends in the context of operating leverage are attractive.
• Selectivity and slow, judicious buying are key to dealing with periods of greater uncertainty, or where markets might turn and create buying opportunities.

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