Watch CNBC's full interview with Allspring's Ann Miletti and JPMorgan's Phil Camporeale

Ann Miletti, Allspring Global Investments head of active equity, and Phil Camporeale, JPMorgan Asset Management portfolio manager, join 'Squawk on the Street' to discuss whether inflation has peaked, where Miletti is looking for investment deals, and which assets Camporeale is considering investing in.