
Dustin Reid on Preparing Portfolios against a Stagflationary Environment
The Invested · mackenzieinvestments
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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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