Benoit and Onno on incorporating different asset classes during a sticky inflation period
The Invested · mackenzieinvestments
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Show Notes
In this episode, host Matthew Schnurr is joined by Benoit Gervais, SVP and Head of Team of Mackenzie Resource Team, and Onno Rutten, VP of Mackenzie Resource Team.
Together, they discuss why inflation will likely be sticky and how to incorporate different asset classes in your portfolios.
Learn by Key Topics:
(1:01) Recent economic growth in North America and Europe
(3:32) Views on the path of inflation
(8:00) Performance of different asset classes during inflation
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