Fidelity International APAC CIO Paras Anand on U.S. Inflation

The video discusses the impact of inflation on the global economy and the role of central banks, particularly the Fed, in managing inflation. It explores how bond markets react to inflationary pressures and the implications for investors. The discussion also covers major shifts in the global economy, such as digitization, sustainability, and the growing influence of Asia. Finally, it examines valuation metrics and market trends, highlighting the importance of considering fundamentals in investment decisions.

What are the three major shifts in the global economy mentioned in the text?

In what ways does the speaker believe Asia will influence global growth?

How does the speaker propose investors should approach valuation in the current cycle?