MB Fund Podcast – Inflation: Mirage or Oasis?

Advertisement

MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Head of Advice Tim Fuller discuss if record low interest rates, pandemic level monetary and fiscal stimulus along with surging asset prices translate into long term inflationary pressures

On the agenda:

  • Inflation factors: commodity prices, supply disruptions, structural & cyclical factors
  • Deflation factors: wages. China & expectations
  • How to invest in inflation

View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/02/inflation-oasis-or-mirage.pdf

Click here to subscribe to our YouTube channel to be notified when this and future episodes go live

Advertisement

Can’t make it to the live series? Catch up on the content via Podcasts or our recorded Videos.

Take us on your daily commute! Podcasts now available on iTunes and all major Android Podcast Platforms for Nucleus Investment Insights.

Subscribe on Android Subscribe on itunes Subscribe on Spotify Subscribe on Google Podcasts

—————————————

Advertisement

Tim Fuller is Head of Advice at the MacroBusiness Fund, which is powered by Nucleus Wealth.

The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Tim Fuller is an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Nucleus Advice Pty Ltd – AFSL 515796.