SPONSORED BY MFS Investment Management
Fireside Chat: The Case for (Eventual) Inflation
Erik Weisman, Chief Economist and Fixed Income Portfolio Manager MFS Investment Management
In this Fireside Chat with Erik Weisman, Chief Economist, Fixed Income Portfolio Manager, MFS Investment Management, he lays out why he thinks investors should prepare for inflation – eventually. Most investors came of age during a persistently disinflationary environment. Given the disinflationary demand shock caused by the coronavirus pandemic, that backdrop is likely to endure for the next several years. However, the combination of massive unconventional monetary policy and the increasing willingness of policymakers to take advantage of historically low interest rates and embrace the aggressive use of fiscal policy could eventually set the stage for a medium-term shift in the inflation backdrop. Learn more at mfs.com