Generation ETFs is joined once again by Barry Allan, renowned fixed income manager and founder of DMAT Capital to reflect on the state of markets today, from whether the inflationary environment is transitory or here to stay and whether we’re due for an equity market on the horizon. Barry Allan also shares how he’s positioned his portfolios to capture higher yields and absolute returns.
Over the past two years, the global semiconductor shortage has impacted consumers’ ability to purchase virtually all electronic goods, from new cars to gaming consoles. Behind the scenes, a geopolitical race between the United States, China and other nations is underway to become semiconductor self-sufficient in order to protect supply chains and safeguard against national security concerns. National Bank Geopolitical Analyst Angelo Katsoras joins Horizons ETFs’ Mark Noble to discuss the re-shoring of manufacturing, how it could impact pricing and who is poised to win the struggle for semiconductor supremacy.