Mike Archibald, vice president and portfolio manager at AGF Investments, tells BNN Bloomberg inflation could prove stickier than expected and commodities are a great hedge in that environment. When central banks cut rates as widely expected this year, he believes it would be a great time to own asset managers like Raymond James Financial. He also details why he likes FirstService Corp.
‘Reflation’ scenario will help financials and commodities: portfolio manager Mike Archibald – Video
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