Riding the
Inflation Cycle
Inflation goes either up or down, but the Mackenzie Inflation-Focused Fund looks at more subtle inflation regimes that can inform a reallocation of asset classes, depending on the economy’s position in the inflation cycle. Looking at investments through a macro-economic lens, Mackenzie aims to adjust asset allocation with the goal of preserving purchasing power through changing inflationary environments.
Inflation is High
and Declining
Inflation is High
and Rising
Inflation is Low
and Declining
Inflation is Low
and Rising
Inflation is Low
and Rising
Inflation is Low
and Declining
Inflation is High
and Rising
Inflation is High
and Declining
Going overweight on bonds with longer duration, while going underweight on equities;
some gold exposure.
Inflation is High and Declining
Going underweight on bonds with shorter duration while going overweight on equities
Inflation is High and Rising
Going equal weight on bonds and on equities.
Inflation is Low and Declining
Going underweight on bonds; going overweight on equities.
Inflation is Low and Rising
Ready to invest?
Inflation is Low
and Rising
Inflation is Low
and Declining
Inflation is High
and Rising
Inflation is High
and Declining
Riding the inflation cycle
Inflation goes either up or down, but the Mackenzie Inflation-Focused Fund looks at more subtle inflation regimes that can inform a reallocation of asset classes, depending on the economy’s position in the inflation cycle. Looking at investments through a macro-economic lens, Mackenzie aims to adjust asset allocation with the goal of preserving purchasing power through changing inflationary environments.
Inflation is High and Declining
Inflation is Low and Declining
Inflation is Low and Rising
Inflation is High and Rising
Ready to invest?