Investment Insights
March 01 2022
Inflation's Micro Impacts: Different Vectors for Different Sectors
Steven D. Bleiberg, Managing Director, Portfolio Manager, TD Epoch; Nikolay Petrakov, CFA, Managing Director, Senior Research Analyst, TD Epoch; Glen Petraglia, CFA, Managing Director, Portfolio Manager and Senior Research Analyst, TD Epoch
With inflation's macro impacts already being well covered, we look instead at its micro impacts. Senior Research Analyst Nikolay Petrakov joins the podcast to discuss the implications for financial services companies, particularly banks and insurers. Also joining is Portfolio Manager and Senior Research Analyst Glen Petraglia who discusses the effects consumer goods companies, which is where inflation is typically most visible. (March 1, 2022)
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