Frances Donald, global chief economist and strategist with Manulife Investment Management’s multi-asset solutions team, joins podcast host John P. Bryson to explore current inflationary forces and their economic impact. Frances offers real-life examples to explain the differences between inflation, deflation, and stagflation, and she examines the tools that the U.S. Federal Reserve has to fight inflation while discussing how their implementation can affect markets and the economy. In addition, she considers which indicators could signal whether inflation may have peaked and she offers her outlook on the U.S. economy and prospects of a recession. Finally, Frances discusses portfolio positioning for investors in today’s economic environment.
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