Central banks have remained hawkish this year trying to ensure inflation is kept in check. While their policies have had effect, there are structural factors at play that may make their job more difficult moving forward. This can translate into shorter, sharper cycles that require a different approach to portfolio construction.
Join Jeff Bradacs, CFA, Co-Head of Equity Strategies at Picton Mahoney Asset Management as he reviews this cyclical dynamic and provides investors with an alternative approach to constructing their portfolios to adapt to it. |
