Recession Odds Have Risen to 40%, Says One Portfolio Manager

• Some economists and strategists are increasingly confident that the US economy will avoid recession.
• However, Zehrid Osmani is raising his recession odds over the threat of rising inflation.
• The Martin Currie PM shares 4 stocks he believes will be resilient during this period of volatility.

After a blowout September jobs report, market confidence in the US economy heightened. Goldman Sachs’ chief economist Jan Hatzius lowered his recession odds from 20% to 15%, for example, citing low u