High Inflation Investment Strategy

Inflation is rising so many people are thinking about what will be the best high inflation investment strategy. They are looking for assets that not only give them protection but may actually generate a profit during a period of high inflation.

In this video, I discuss different ways of protecting and profiting from inflation, including buying Inflation hedged bonds (TIPS) and thematic funds that aim to benefit from a high inflation environment. I will also show you which equity sectors have historically faired best in low, medium and high inflation environments.

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Timestamps
00:00 Introduction
00:50 Inflation Linked Bonds
05:48 Equity as an inflation hedge
07:53 Equity Sectors & Inflation
11:13 Thematic equity funds

#Inflation #Investing #PensionCraft

[carolinasoto]

Great in depth video, I was a newbie in stocks when I made my first million, investing in Index funds & QYLD with a licensed broker I met at a trade seminar in Tx, & he agreed to trade for me.

[gilltim]

Looking at these today, 10 months later, instead of protecting from inflation, these funds have all collapsed. For example, on the date this was posted, the VTIP closed at 52.47. As of today, 4/1/22, it's at 50.54. They should have been rising, given the inflation in progress. Instead, they are tanking. Especially today, they're all gaping down.
Truth is, when markets drop, bonds fall right along with stocks.

[LouisTheTraveler]

Wonderful video - my portfolio is currently being mangled by the "correction" and fear of inflation/rate hikes. I will shift toward those safe sectors and look at INFL - thanks!

[noncasualgames]

I'm new into investing, but i think we will see in the following months several market overreactions to inflation peaks, with some investors with the inflation itself in mind and others with the rising rates worries. Probably and acceptable strategy is staying calm with your portfolio and make no movements. Thanks for the content

[jouleSansLoi]

ty. this is exactly what i'm looking for right now in this particular market.

[apacheattackhelicopter]

Shouldn't commodities be a good hedge against inflation ?

[bluegtturbo]

If you believe inflation is short lived then forget about complex hedging strategies and buy a low cost index tracker etf, drip feeding as you have have cash available. I know it sounds so simple but yet historically it beats practically everything else including real estate...

[GrayGhosting]

Excellent video, once again. My only criticism of this and most all your videos is the font size in your charts. Perhaps in future videos you could make them a little bigger so we can see them better. Readability is very dependent on the device and viewing distance. These days there is a wide range of viewing options, not to mention viewer eyesight, and readability suffers on some of them.

[ambrosiad]

if you dont see inflation on the horizon what about growth?
are we headed for low growth, low inflation. The two often go together

[stumac]

Bond linked to CPI are only worth considering if you trust the governments measure of inflation.

[llawliet]

What is your opinion on shorting treasury bonds to hedge against inflation?

[stigz]

Precise, insightful, clear. Making the complex simple! Wonderful stuff. Thank you 🙏

[JK-rvtp]

You need a gold holding just as catastrophe insurance, regardless of inflation or deflation. Mine is at 12%, mostly Sprott units and Horizons gold ETFs. If the spit really hits the fan, everybody will be flocking to gold. You should do a video on the Dragon Portfolio which is supposed to do well in all markets, even a 1930s one. It's quite something, although it needs professional management to work because it includes an options hedging strategy benefit from major crashes and a commodities trend following strategy to exploit high inflation.

[curtistackie]

The quality of your content is probably beyond that of university lectures. Easy to digest. Good Job.

[antomakeria]

This was a succinct presentation. Well done!

[Grimenoughtomaketherobotcry]

If you don't need food, shelter or transportation, inflation just might run at 2% for you.

[blhlow]

Hi Ramin, thanks for the very informative video as usual. Would you consider investing in property as an inflation hedge? I'm cognizant that property investing requires higher amounts, is lumpy in nature and is not easy to diversify. As an alternative, wouldn't Reits address those concerns?

[johnaashmore]

Wow, the most informative of these I have read in a while, the inflation/CAPE graph was something I never even considered. Thank you so much!

[person.X.]

Royal London Short Duration Global Index Linked Fund is a good option for UK investors

[simonspencer]

Very informative - thanks. I understand from your summary though that since you think any inflation will be short lived, that you are not investing any differently than you would otherwise over a long term period?