The great inflation debate: stagflation or disinflationary boom?

A capital allocator’s dilemma in a zero-yield world with higher inflation is how to construct a robust, balanced portfolio that can also withstand equity-market sell-offs. Speakers: Aron Pataki, Portfolio manager, Newton Investment Management Chair: Colin Tate AM, Chief executive, Conexus Financial Investor response: Chris Worthington, senior investment strategist, asset allocation, New Zealand Super [vc_empty_space height=”10px”]Further readingEngaging for a greener future[vc_empty_space height=”10px”]Poll result
Do you intend to shift the asset mix of your portfolio due to higher inflation expectations?
[vc_line_chart x_values=”” values=”%5B%7B%22title%22%3A%22Yes%22%2C%22y_values%22%3A%2250%22%2C%22color%22%3A%22blue%22%7D%2C%7B%22title%22%3A%22No%22%2C%22y_values%22%3A%2250%22%2C%22color%22%3A%22pink%22%7D%5D”]
What probability do you associate with resetting into a higher inflation regime compared to the past decade?
[vc_line_chart x_values=”” values=”%5B%7B%22title%22%3A%22Low%22%2C%22y_values%22%3A%2212%22%2C%22color%22%3A%22blue%22%7D%2C%7B%22title%22%3A%22Medium%22%2C%22y_values%22%3A%2245%22%2C%22color%22%3A%22pink%22%7D%2C%7B%22title%22%3A%22High%22%2C%22y_values%22%3A%2243%22%2C%22color%22%3A%22vista-blue%22%7D%5D”]
Do you think inflation is transitionary?
[vc_line_chart x_values=”” values=”%5B%7B%22title%22%3A%22Yes%22%2C%22y_values%22%3A%2254%22%2C%22color%22%3A%22blue%22%7D%2C%7B%22title%22%3A%22No%22%2C%22y_values%22%3A%2246%22%2C%22color%22%3A%22pink%22%7D%5D”]

Leave a Comment

Sort content by