Positioning Portfolios for Inflation w/ Matthew Miskin and Bradley Lutz

14/02/2022 21 min Temporada 5 Episodio 85
Positioning Portfolios for Inflation w/ Matthew Miskin and Bradley Lutz

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Episode Synopsis

Matthew D. Miskin, CFA, Co-Chief Investment Strategist at John Hancock Investment Management, discusses with host Robert Powell the firm's view on inflation and where the U.S. is in the economic cycle, as well as how investors should position portfolios in this type of environment. Bradley L. Lutz, CFA, Portfolio Manager at Manulife Investment Management, additionally highlights the firm's outlook for the preferred income asset class.