Finding Opportunity in Transformative Change

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  • 06 mins 31 secs
The conditions businesses are operating in are transforming rapidly, with wide-ranging consequences for investors. In this video, Michael Kelly explains how three key trends – reflation, distortion and disruption – are reshaping the landscape for both equity and fixed-income investors. He identifies what he believes are the areas of the market that will benefit from these changes, and explains why he believes an outcome-focused, multi-asset approach is especially well suited to the current environment.


iA Clarington Investments