NewsBite

How fundies are prepping equity portfolios for rise in inflation

How fundies are prepping equity portfolios for rise in inflation

Professional investors are tilting towards domestic cyclicals and away from sectors of the market more sensitive to movements in bond yields.

Bond markets have already been spooked by the sharp increase in consumer prices. Simon Letch

Subscribe to gift this article

Gift 5 articles to anyone you choose each month when you subscribe.

Subscribe now

Already a subscriber?

T

here’s one word on investors’ lips at the moment: inflation. Supply chain issues and shortages of key commodities during the reopening of the global economy have caused price spikes in everything from energy, industrial metals and lumber to food, agricultural goods and used cars.

Loading...

Subscribe to gift this article

Gift 5 articles to anyone you choose each month when you subscribe.

Subscribe now

Already a subscriber?

William McInnes
William McInnesReporterWilliam McInnes covers markets from Sydney including editing the Markets Live blog. Connect with William on Twitter. Email William at w.mcinnes@afr.com.au

Latest In Personal finance

Fetching latest articles

Original URL: https://www.afr.com/wealth/personal-finance/how-fundies-are-prepping-equity-portfolios-for-rise-in-inflation-20211019-p591cj