Portfolios Must Balance Caution, Conviction: Pimco’s Sundstrom

The transcript discusses the uncertainty of inflationary pressures in the short term and suggests considering gold and equities for medium-term investments. It highlights the impact of government fiscal packages focused on digital and green sectors, recommending equity allocation in these areas. The importance of balancing caution and conviction in building portfolios is emphasized, with a focus on digitalization, clean energy, and automation.

What is the speaker's view on inflationary pressures in the short and medium term?

What types of investments does the speaker recommend focusing on for future portfolios?