Portfolio Intelligence podcast: is inflation here to stay?

The inflation rate has been running hot lately, and Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, discuss how supply chain delays and supply shortages are affecting the Consumer Price Index (CPI).

Episode-38

The strategists think inflation will remain elevated for the next couple quarters, but that supply and demand will ultimately come back into balance. They also share their top portfolio ideas now for the equity and fixed-income markets.

"When you think about why inflation is up right now, we have this almost perfect storm coming from the supply side. We're seeing major supply chain disruptions due to COVID-19."—Emily Roland, CIMA, Co-Chief Investment Strategist at John Hancock Investment Management

About the Portfolio Intelligence podcast

The Portfolio Intelligence podcast features interviews with asset allocation experts, portfolio construction specialists, and investment veterans from across John Hancock’s multimanager network. Hosted by John P. Bryson, head of investment consulting at John Hancock Investment Management, the dynamic discussion explores ideas advisors can use today to build their business while helping their clients pursue better investment outcomes.