Actively Speaking Podcast

Inflation's Micro Impacts: Different Vectors for Different Sectors

March 01, 2022 Epoch Investment Partners Episode 34
Inflation's Micro Impacts: Different Vectors for Different Sectors
Actively Speaking Podcast
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Actively Speaking Podcast
Inflation's Micro Impacts: Different Vectors for Different Sectors
Mar 01, 2022 Episode 34
Epoch Investment Partners

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)

Show Notes

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)