BNY Mellon CEO Keating on Inflation, Bonds and Tech Stocks

The video discusses inflation concerns among investors, emphasizing the transitory nature of current inflation as economies reopen. It highlights the financial health of households, the changing role of bonds in portfolios, and the impact of inflation on tech stocks. The discussion also covers investor concerns about taxes and potential market strategies, as well as the implications of infrastructure investment for the economy.

What sectors are expected to benefit from inflation according to the discussion?

How do clients perceive the uncertainty surrounding taxes in the current economic climate?

What are the potential implications of infrastructure investment on the economy?