How these 2 fund managers have positioned their portfolios for inflation
These fund managers would rather be safe than sorry when it comes to inflation…
Mitchell Lawler is a site writer at The Motley Fool Australia. He holds a Bachelor of Engineering and previously worked in the consulting space while his interest in equities grew. Mitchell is now completing his studies in finance and wealth management and hopes to help others in their investing journey.
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Investors are caught between whether inflation will sharply rise or remain subdued. The unknown factor has led to some volatility in the
The rollout of the coronavirus vaccine in 2021 should spark a pick-up in the global economy, barring further outbreaks or increased US-China tensions. Where can growth-starved investors expect the biggest gains?
“A progressive unwinding of activity restrictions in 2021 should bring about a recovery across most economic indicators, including employment, consumption and GDP growth,” predicts Morningstar’s Adam Fleck, regional director of equity research Australia & NZ and Shaun Ler, equity analyst.
“Make no mistake though, the recovery will be slow, bumpy and contingent on no more extensive virus outbreaks, vaccines taking effect as intended and a lack of detrimental behaviour changes (such as a lasting aversion towards spending due to insecurity).”