Bloomberg Intelligence Presents: Global Equities Outlook

Gina Martin Adams discusses the current inflation environment, highlighting the Federal Reserve's efforts to manage inflation and the secular drivers contributing to long-term inflation pressures: deglobalization, decarbonization, and demographics. She outlines investment strategies to navigate this environment, focusing on shorter duration and value stocks. The session concludes with resources for further exploration of equity markets.

What is the significance of the CPI report mentioned in the text?

What strategies does the speaker suggest for dealing with inflation in investment portfolios?

In what way has the value factor performed in relation to growth stocks during inflationary periods?