46 min
Inflation , interest rate hikes and war: what does it mean for your portfolio? Wealth Wisdom Podcast
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- Investing
Throughout history, we tend to have longer periods of moderate normalcy in the markets.
That hasn't been the case so far in the 2020s.
To make sense of the chaos, we're joined by Alfred Lam, Senior VP and Chief Investment Officer at CI Global Asset Management.
Alfred and his team oversee over $40 billion worth of investments among Assante clients. I consider him a good friend, and a trusted source of information pertaining to investments and the markets.
Here are some key moments from the episode.
The problem with Zoom and Moderna (5:30)
Thoughts on interest rate hikes moving forward (10:30)
Thoughts on the effect of the war on the markets (12:00)
The problem with sanctions (14:00)
Why markets want to go up (18:30)
The main reason why a recession likely won’t happen this year (24:00)
How we’ve reacted to current events in our portfolios (35:45)
Throughout history, we tend to have longer periods of moderate normalcy in the markets.
That hasn't been the case so far in the 2020s.
To make sense of the chaos, we're joined by Alfred Lam, Senior VP and Chief Investment Officer at CI Global Asset Management.
Alfred and his team oversee over $40 billion worth of investments among Assante clients. I consider him a good friend, and a trusted source of information pertaining to investments and the markets.
Here are some key moments from the episode.
The problem with Zoom and Moderna (5:30)
Thoughts on interest rate hikes moving forward (10:30)
Thoughts on the effect of the war on the markets (12:00)
The problem with sanctions (14:00)
Why markets want to go up (18:30)
The main reason why a recession likely won’t happen this year (24:00)
How we’ve reacted to current events in our portfolios (35:45)
46 min