Audio Commentary: Inflation, valuation and market outlook

Audio Commentary: Inflation, valuation and market outlook

April 01, 2021 | Andrew Bentley

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Jim Allworth and Mark Bayko, members of the RBC Dominion Securities' Global Portfolio Advisory Committee, discuss the emergence of new concerns such as inflation, rising bond yields, and stock valuations.

I recently sent a note with my own views regarding the threats of inflation and rising bond yields to our strategy and expectations for the markets.  On the back of those comments, our Portfolio Advisory Group recorded a discussion with Jim Allworth about recent market events, and provide some additional insight about how we should be positioning for new risks and opportunities.  The commentary is available here.

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