Portfolio Intelligence podcast: what does inflation mean for the economy?

Frances Donald, global chief economist and global head of macroeconomic strategy at Manulife Investment Management, discusses the outlook for inflation and how rising prices affect both consumers and investors. 

Episode-29

Inflation can be difficult to measure because different indicators such as the Consumer Price Index may use different price inputs. Donald explains how government spending and the economic reopening may affect inflation, and also why technology, digitization, and remote working are deflationary forces. 

Finally, if rates rise further, it’s important for investors to watch the pace of the move and why exactly rates are rising.

"One of the lessons of COVID is that when you're dependent on external supply chains, things can get really messy and problematic for you."—Frances Donald, global chief economist and global head of macroeconomic strategy at Manulife 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 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.