Peter Spiller on Value Investing, Navigating Inflation and Delivering 15% Annual Returns
Macro Hive Conversations With Bilal Hafeez
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The Impact of the Fed's QE on the Economy
One of the inflationary factors will be environmental spending or ESG related spending. In Europe, there's a big move in that direction; in the US, it's more mixed. It may well be that the Republicans in particular are less enthusiastic for environmental spending but that just simply means it'll be huge rather than stupendous. So now we talk about valuations on the equity side. On the bond side, how do you think about valuations there? Well, it's very interesting, isn't it?
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