Wall Street Banks warn of coming Recession

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26. actually this is where his advice might be helpful.

if these are index funds or other funds that try to maintain diversification across the entire bond market or equity market, then their advice would be to sell some of your bond funds and but some of your equity funds. this would get you away from the vulnerable sectors.

however, if your funds are actively managed and the managers already go in and out of various sectors based on their own modeling, then you may be right in that you can just leave it be.

anyway, all this is just assuming that the article's projections are right in the first place,....