Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're positioning defensively because we don't know where Fed is going, says JPMorgan's CamporealeAnn Miletti, Allspring Global Investments head of active equity, and Phil Camporeale, JPMorgan Asset Management portfolio manager, join 'Squawk on the Street' to discuss whether inflation has peaked, where Miletti is looking for investment deals, and which assets Camporeale is considering investing in.