Dustin Reid on the latest BoC meeting, fiscal story in the US, inflation and what to consider when building portfolios

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about BoC's decision to begin tapering, and the Hawkish view adopted by the bank in moving up its growth expectations. They also discuss the latest news on the tax front in the US, and the recent inflation numbers that have come in. Dustin also talks about the fixed income team's preference for higher rates as the rest of the world catches up on vaccinations, and current positioning in core and core-plus portfolios.