Inflation Is Far From Transitory, Komal Sri-Kumar Warns

The video discusses the persistent nature of inflation, affecting various sectors beyond supply bottlenecks, including housing and energy. Rising energy prices could exacerbate inflation, impacting consumer sentiment and spending. The risk of stagflation is increasing, reminiscent of the 1970s, posing challenges for portfolio management. Strategies include focusing on value equities, reducing China exposure, and considering European markets.

In what ways has consumer sentiment changed since pre-COVID levels?

What strategies can investors adopt in a stagflation environment?