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