September 13 - 14, 2024|Toronto
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Keynote Presentations

Fri., Sep. 13, 11:10 AM - 11:35 AM EDT
Friday

The Only Way Is Down: Positioning for the Next Phase of the Cycle

With growing global economic slack creating a disinflationary backdrop, it won’t take a recession to get inflation to target and or back to neutral. What opportunities does that unlock for investors? Dylan explores this central outlook alongside the risks and counterarguments to generate cross-asset recommendations to help you make your portfolio more resilient.   

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Dylan Smith
Vice President & Senior Economist
Rosenberg Research