GM56: Structural Shifts - A Threat to the Economy? ft. Frances Donald

Frances Donald, Chief Economist and Strategist at Manulife Investment Management, joins Alan Dunne to discuss how the drivers of the economy and inflation are undergoing a structural shift and what this means for the economic outlook. We hear why Frances expects a recession in the US economy in 2024 and why the risks to her forecasts are on the downside. Frances outlines where she currently sees tactical opportunities in fixed income markets and why she expects equity markets to face headwinds as investors start to see “bad news as bad news” this year. The conversations delves into the big shift underway in the global economy, becoming more supply driven than demand driven and the implications this will have for inflation, monetary policy and fiscal policy over the medium term. IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: www.toptradersunplugged.com/Ultimate And you can get a free copy of my latest book "The Many Flavors of Trend Following" here: www.toptradersunplugged.com/book Send your questions to [email protected] Follow Niels & Alan on Twitter: @TopTradersLive & @AlanJDunne And please share this episode with a like-minded friend and leave an honest rating & review on iTunes, Spotify or Amazon so more people can discover the podcast.