Prepare Your Portfolio for a Treacherous Stretch

Published on
June 14th, 2022
Duration
49 minutes


Prepare Your Portfolio for a Treacherous Stretch

Real Vision Essential ·
Featuring Mikael Sarwe and Andreas Steno Larsen

Published on: June 14th, 2022 • Duration: 49 minutes

Whether central banks can control inflation without crashing the global economy is a question increasingly weighing on investors’ minds. Mikael Sarwe says a cyclical slowdown could very well devolve into recession and that hawkish monetary policy is unlikely to halt inflation. Sarwe, head of macro allocation strategy at Nordea, walks Real Vision’s Andreas Steno Larsen through a technical evaluation of the inflation crisis. As it ripples across the system, investors should look to bonds and high-dividend equities to defend their portfolios, Sarwe posits. Recorded June 9, 2022.