How do we invest in an inflationary environment?
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In this series, our Old Mutual Wealth Investment Managers answer some hard questions and demonstrate how they do the hard thinking and work so that you don't have to. Their answers are based on an in-depth understanding of the local and global economy, financial markets, and the driving forces that will shape tomorrow.
Andreea Bunea, Head of Global Equity at Old Mutual Multi-Managers talks about what the landscape would look like in terms of global inflation.
For more information visit:
https://www.oldmutual.co.za/wealth/hq-investment/
Andreea Bunea, Head of Global Equity at Old Mutual Multi-Managers talks about what the landscape would look like in terms of global inflation.
For more information visit:
https://www.oldmutual.co.za/wealth/hq-investment/
Chapters
- 00:02 Introduction to the Hard Questions series.
- 00:46 Introduction to the topic and speaker.
- 01:26 How did we get to where we are with global inflation?
- 04:45 How did an under investment in commodities come about before geopolitical crises like the war in Ukraine?
- 06:44 How investors deal with inflation, and the importance of understanding how different asset classes perform in an inflationary environment.
- 11:52 What kind of companies do well in a high inflationary environment?
- 14:29 What does Andreea expect to happen in terms on inflation in the next year?
- 15:44 Conclusion.
