T. Rowe Price: Overweight Inflation Sensitive Assets

The video discusses the potential for a second wave of inflation, driven by factors such as food prices and oil. It examines how central banks, particularly in developed markets, are responding to these trends. The impact on equity and bond markets is analyzed, with a focus on yield movements and portfolio strategies. The video also explores China's economic outlook, highlighting the challenges and potential policy responses.

What is the outlook for bond yields in the context of growth and inflation?

How should an investment portfolio be structured in light of the current economic conditions?

What challenges does the Chinese economy face according to the discussion?