Economic Outlook
Do we need to worry about accelerating inflation?
Is rapidly rising inflation a temporary phenomenon that will gradually dissipate, or an underlying trend? In this video clip, Martin Coiteux explains why inflation has risen sharply since the beginning of the pandemic and analyzes the repercussions on the economy and markets.
He goes over possible inflation scenarios for the coming months and gives his perspective on what we can expect from central banks, given the challenges they are facing. He looks into how a long-term investor like CDPQ should position itself in these conditions.
The Economic Outlook series is an exploration of topical economic issues and how they impact markets and investors.