Nuveen CIO of Global Equities, Saira Malik, on Inflation, Investment Strategy

The video discusses global economic trends, focusing on China's uneven recovery due to inflation and softer economic data, and the impact of vaccinations on reopening sectors like gaming and lodging. It explores US-China trade dynamics, highlighting regulatory risks and investment strategies. The European market is seen as promising due to cyclical recovery and favorable monetary policy. In the US, selective investment in small caps and consumer sectors is advised. Rising input costs and wage inflation are expected to affect earnings, with companies needing pricing power to maintain margins.

What factors are contributing to the bullish outlook on European stocks?

How does the text suggest investors should approach US equities moving forward?

What are the expected challenges for companies regarding wage inflation and earnings growth?