Page 40 - CCFA Journal - Sixth Issue
P. 40
Wealth 财富管理 加中金融
Magazine: Final question, are you worried about inflation? 杂志:最后一个问题,您担心通货膨胀吗?
Jim Sheridan: Yes, we are concerned about inflation. We will Jim: 是的,我们担心通货膨胀,并且会在 2022年密切关注
have to watch this closely in 2022. If you own real assets such 这一点。如果你拥有实物资产,比如:石油、天然气、
as commodities (which include oil and gas, metals), 金属、农业用地和可以不受价格上涨影响的可靠的生意,
agricultural land, and solid businesses that can pass on price 那么你不必担心通货膨胀。但如果你认为通货膨胀会持
increases, you are ok. Again, cash and bonds are poor assets 续下去,那么现金和债券都是不良资产。随着跟踪运输
to hold if you think inflation is here to stay. We have started 成本的波罗的海干散货指数(Baltic Dry Index)的下降,
to see some inflation relief with the Baltic Dry Index falling 我们已经开始看到通货膨胀有所缓解。与之相反,颠覆
which tracks transportation costs. Disruptive technology and 性技术和全球贸易可能通缩。可以预见,通货膨胀将成
global trade are deflationary. Inflation will be a theme for
2022. 为 2022 年的主题。
I hope this helps and I wish all your readers a healthy and 我希望我的内容能有所帮助。在这里,我祝愿所有的读
prosperous New Year. 者新年快乐、富足安康!
Magazine: Thank you Jim 杂志:非常感谢您,Jim。
You can reach Jim Sheridan at
Jim Sheridan
Senior Portfolio Manager & Wealth Advisor
RBC Dominion Securities Inc.
rd
435 North Service Road W, 3 floor
Oakville, Ontario L6M 4X8
Phone (905) 469-7040
Toll Free 1 800 567-5615
www.jimsheridan.ca
CCFA JOURNAL OF FINANCE February 2022
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