INFLATION SPECIAL 2 – How’s it impacting the industrials sector?

RBC BlueBay Insights - A podcast by RBC BlueBay Asset Management

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Tim Leary and Jeff Cramer join the BlueBay Insights podcast to discuss the impact of inflation on industrials and the power sector and how it’s influencing high yield and leveraged finance strategies. We ask: Tim, with interest rates rising, inflation is a hot topic for investors. Can you give us a quick summary on the inflation situation and what it means for high yield?Jeff, one of your specialist focus areas is industrials. Could you give us an overview of how inflation is affecting the s...