Overweight Stocks, Underweight Fixed Income: Principal Global Investors

The transcript discusses the People's Bank of China's (PBOC) approach to maintaining the stability of the Yuan, addressing concerns about currency manipulation. It highlights investment opportunities in Chinese equities, particularly A shares, and examines market reactions to inflation, with some viewing it as transitory. Strategies for hedging against inflation are explored, focusing on growth and real assets. The impact of economic growth on commodities, including oil and copper, is also discussed, with an emphasis on China's role in the global market.

What strategies are being discussed for hedging against inflation?

How do the speakers perceive the impact of China's actions on global commodity prices?

What are the expectations for the commodity complex in the near future?