The Current Economic Regime Shift with Jon MacKay (Ep. 8)
When there’s great uncertainty in the markets, gaining insight from experts like today’s guest, Jon MacKay, Head of Platform Distributions at Schroders is beneficial.
Listen in as he joins Billy and Shaun to provide insight and clarity about what is happening, and what’s to come within the economic field.
Join the discussion as Jon highlights:
- The current regime shift in the economy and the potential impact of inflation on bond yields, growth cycles, and credit availability
- How inflation will be a tougher issue to reign in than it has been in the past
- His thoughts and predictions concerning the Fed policy
- Reasons why he sees a massive demand for commodities, especially industrial metals, and energy
- And more!
Connect with Billy Peterson:
Connect with Shaun Peterson:
Connect with Jon MacKay:
- LinkedIn: Jon MacKay
- Jonathan.Mackay@Schroders.com
- 212-641-3920
About Our Guest:
Jonathan Mackay is the Head of Platform Distribution at Schroders, which involves working in partnership with Hartford Funds to represent their strategies to financial advisors and intermediaries in the Northeast region. He joined Schroders in 2016 and is based in New York. Jonathan was a Senior Market Strategist at Morgan Stanley from 2009 to 2016, which involved providing advice to the firm’s sales force and clients on a variety of investing topics, authoring in-depth reports, and traveling frequently throughout the Americas meeting with high-net-worth individuals and middle market institutions. He was a Credit Strategist at Citigroup Smith Barney from 2000 to 2009, which involved providing commentary on the credit markets and coming up with trade ideas for the High Yield, Emerging Markets and Investment Grade corporate bond desks. He was an analyst at Emerging Markets Securities LLC from 1997 to 1999, which involved creating structured trade credit transactions.
Podcast: Play in new window | Download | Embed