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Dustin Reid on Preparing Portfolios against a Stagflationary Environment
Episode 103

Dustin Reid on Preparing Portfolios against a Stagflationary Environment

The Invested · mackenzieinvestments

July 21, 202227m 24s

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Show Notes

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 

 

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