Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss:

· What has been the driver of inflation?            - Ukraine war impact on oil and food · What has benefited from inflation? · What has been impacted the most?            - Concerns about recession including consumer cyclical, industrial and financial services · Where do we stand now?