Benoit Gervais – Inflation and the Energy Transition: Implications for the Commodity Complex
The Invested

Benoit Gervais – Inflation and the Energy Transition: Implications for the Commodity Complex

2023-11-28
In this episode, join host Matthew Schnurr as he welcomes Benoit Gervais, Portfolio Manager and Head of Mackenzie Resource team, to discuss the key factors driving long-term inflation expectations. Benoit explains the distinction between supply-led and demand-led inflation, highlighting the shift from temporary supply chain disruptions to sustained wage-driven inflation. Benoit also explores the implications of the energy transition on commodities, emphasizing the importance of environment and social...
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