Lesley & Steve on Inflation’s Impact and Outlook for the Remainder of 2022
The Invested · mackenzieinvestments
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Show Notes
In this episode, host Matthew Schnurr joins Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income & Multi-Asset Strategies.
Together, they discuss expectations for the balance of 2022, what’s happened year to date, inflation, and equity markets.
Learn by Key Topics:
(1:00) Views on Inflation, Central Banks’ Responses & its General Impact
(4:00) Expectations for 2022 for Equity Markets
(6:27) Views on Unemployment Rates, Spending, Consumer Confidence & Impact
(8:28) Rate Increases vs. Inflation
(13:17) Current Position on Canada
(17:38) Views on Emerging Markets
(21:35) View on Bank of Canada’s Responses & Outlook
(24:57) Views on a Possible Recession in the Next 12 Months
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