Dustin Reid on Preparing Portfolios against a Stagflationary Environment
In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid. Together, they explore the probability of a ‘stagflationary’ environment, how to think about positioning your portfolios, as well as what impact that type of environment may have on Canada, U.S., and Europe. Learn by Key Topics: (0:56) Views on Recent BOC’s Actions with 100 Basis Points Increase (6:45) Views on Recession and Inflation (16:11) Updates on Bank of Japan (20:12) Stagflationary Environments & Positioning within Portfolios At Mackenzie, we want to create a more invested world…
The skinny
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