Investing During High Inflation

The video discusses investment strategies in fixed income and equities, emphasizing short duration and careful selection due to economic volatility. It highlights the importance of dividend growth and total return in equities, while addressing credit risk and the potential for income in fixed income. The discussion also covers market trends, the role of active management, and geographic opportunities in fixed income, particularly in the US and Europe.

How does the current economic environment affect fixed income investments?

What factors should investors consider when making decisions in a rising rate environment?

What is the significance of dividend growth in the context of equities?

What are the implications of credit risk for corporate investments?

What trends are emerging in the market that could affect stock picking?

In what ways can investors identify opportunities in the equity market?

How do geographical differences impact fixed income opportunities?