In our latest webinar, Mike Mullaney, Director of Global Markets Research at Boston Partners, provided a snap update on the issue. He explained that energy and autos are mostly to blame for the highest CPI print since 1982, but that these impacts have been less transitory than expected. He said stocks can usually handle inflation unless it exceeds certain levels. And he outlined the sectors that historically benefit from higher inflation, such as Banks, Energy, Materials and Industrials.
The 15-minute session covered:
How some price rises are flexible and transitory, but others are sticky
The outlook for rates following the Fed’s recent ‘about turn’ on inflation
Positioning in this market environment, what’s changed and what hasn’t
In this 15-minute webinar, you will become fully informed on the outlook for US inflation and its impact on markets. Listen to it.Listen to it