With February being the month of love, incoming data has shown the love over the past month. Whether it be GDP growth, corporate profits or the labour market — they have all surprised on the upside. But lingering questions still remain.
In this episode of Forstrong’s 5 Minute Macro, Host John Teskey is joined by Tyler Mordy, CEO & CIO of Forstrong Global to discuss:
- The key question on everyone’s mind: just “where are we” in the cycle?
- How a longer cycle and stickier inflation impacts portfolio construction
- How investors can best get exposures to these macro themes