Revisiting Inflation Expectations: Is Your Portfolio Ready?
Dan Lefkovitz and Mark Carlson
About this talk
Is current inflation transitory or longer lasting? It’s the key question occupying financial markets, central bankers, and the business community alike, as rising prices cascade through the economy. While some welcome inflation as a sign of recovery from the pandemic-driven downturn, others fear an end to a generation of price stability.
In this webinar we will discuss:
• Current inflation dynamics
• The importance of an inflation-hedging toolkit within a diversified portfolio
• How natural resources-linked equities can provide investors with real diversification benefits
• Dan Lefkovitz, Strategist, Morningstar Indexes
• Mark Carlson, Senior Investment Strategist – FlexShares Exchange Traded Funds