The Financial Outlook for Personal Investors: How to protect your portfolio against inflation's return
The Financial Outlook for Personal Investors
Have you seen what's happening to second-hand car prices? Tim Price, director of Price Value Partners, is convinced that inflation is returning and feels he has the most compelling investment opportunity of his entire life. He argues that investors should be inflation-proofing their portfolios and he discusses types of shares, sectors and countries that should fare better than others. He suggests value rather than growth stocks with an emphasis on companies extracting or highly-linked to commodities (at their cheapest in 60 years) while he favours Asia (though not China) and, in particular Vietnam and Japan. If the market falls out of bed, wise investors will have ensured they have available funds to take advantage of the fact that quality investments will be even cheaper than now.