Investors should re-evaluate their portfolios to ensure that they are properly positioned for 'late cycle inflation', according to Baring Asset Management.
The firm sees this as the next phase in the economic cycle and recommends investors consider a number of sectors, including inflation-protected bonds, emerging market commodity producers, gold, alternatives...
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Beware ‘temporary’ vulnerability
Partner Insight: A renewed focus on 'knowledge-intensive' companies should help investors realise that these entrepreneurial companies are found in sectors other than biotech or technology.
Celtic WM and Active Wealth