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As Inflation Rates Rise, Look to Financials, Small Cap Stocks


A panel of market observers from Informa Financial Intelligence see strong headwinds hitting an overly exuberant market.
Even as the economy appears to be picking up in the wake of Americans getting the COVID-19 vaccine and the Biden administration’s stimulus measures, the outlook for the market remains uncertain and headwinds abound.
A group of market observers from Informa Financial Intelligence last week discussed current market conditions, their predictions for inflation, and how advisors may want to think about rebalancing their clients portfolios.
Despite the soothing forecasts coming out of the Federal Reserve and from Biden s policymakers, there s a growing fear that all the stimulus spending will bring about a jump in inflation, said Cameron Brandt, director of research at EPFR. ....

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