85. Investing through a Mexican wave of global shutdowns

Public sector pay rises, a higher oil price and government asset purchases all point to future price inflation, according to Rob Burdett, co-manager of BMO MM Navigator Distribution. He explains why inflationary signs are positive for value funds, describes how the “Mexican wave of global shutdowns” made diversification “null and void”, and tells us how he took advantage of corporate bond fund yields jumping from 2% to 6% in March.Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.