Manulife IM Sees Continued Rotation Out of Growth Into Value

The video discusses global inflation concerns, highlighting the impact on emerging markets and the challenges faced by central banks. It explores investment strategies in response to inflation, including the rotation from tech stocks to value stocks. The discussion also covers the role of the Federal Reserve and the potential for stagflation. The video concludes with an analysis of central banks' responses in Asia and the implications for market stability.

What are the expected impacts of rising input prices on inflation?

How might the reopening of economies affect inflation in the services sector?

What are the potential risks associated with inflation persisting longer than anticipated?

What are the implications of margin pressures on producers and consumers?

What factors could lead to a shift from reflation to stagflation?

In what ways might the Fed's liquidity injections impact the dollar and inflation?

How are central banks in Asia responding to inflation concerns?