Latitude's Lait on Structurally Higher Inflation World

The video discusses the inflation protection of portfolios, focusing on both equity and non-equity assets. It highlights the challenges of inflation volatility and the impact of external factors like supply chains and commodity prices. The speaker suggests that while inflation may have peaked, it will remain sticky. The discussion also covers the global economic outlook, predicting slower growth and potential recessions in Europe and the US. The importance of strategic asset allocation in response to these economic conditions is emphasized.

What are the implications of financial repression mentioned in the text?

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What strategies does the speaker suggest for managing inflation in investment portfolios?

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