T. Rowe Price Thomas Poullaouec on Inflation, Key Risks

The video discusses the current concerns about inflation in the market, highlighting the disparity in views on inflationary pressures post-recession. It examines the impact of commodities and fiscal spending on inflation, and the recovery of the labor market. The video also provides strategies for managing portfolios in an inflationary environment, including derisking and considering fixed income strategies. Finally, it explores the bond market and the role of duration in portfolio management.

What are the potential risks associated with the current inflation outlook?

How should investors position their portfolios in light of inflation risks?

What strategies are suggested for managing fixed income investments in the current environment?