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Get perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.
Episodes
Thursday Jul 21, 2022
Thursday Jul 21, 2022
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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