In this quarter's Views from the Global Value team, Portfolio Manager and Senior Research Analyst Adrian Jones explains why widespread fiscal stimulus, tax cuts and rising commodity costs pose a risk to the current "Goldilocks" growth scenario that has been fueled by artificial intelligence-related spending. He also discusses how the Global Value team is positioned to navigate the potential resurgence of inflation and currency debasement by focusing on businesses that can accommodate these risks through scarcity, resilience and privileged market positions.