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EssentialThe Essential Conversation

Prepare Your Portfolio for a Treacherous Stretch

Featuring Mikael Sarwe and Andreas Steno Larsen

Jun 14, 2022 • 48 minutes

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Essential

The Essential Conversation

Prepare Your Portfolio for a Treacherous Stretch

A potential reality of persistent inflation, higher rates, and slower growth is dawning on Wall Street.

Featuring Mikael Sarwe and Andreas Steno Larsen

Jun 14, 2022 • 48 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. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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