The sectors that will soar when inflation hits

by | Aug 16, 2022 | Invest During Inflation | 7 comments

The sectors that will soar when inflation hits




Bitcoin is up. Housing prices are up. Hard commodities are up. And the central banks are on a printing spree. So, is this enough to get investors thinking about inflation yet?

Certainly, Tim Carleton co-founder of Auscap Asset Management has factored inflation into a range of scenarios for his portfolio. While he thinks the market isn’t yet anticipating a trickle through to higher inflation overall – it’s definitely on the radar.

Some investors might be asleep at the wheel when it comes to inflation but in this video, Carleton outlines an opportunity for a win-win situation whether inflation hits or not, and which sectors are undervalued right now….(read more)


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7 Comments

  1. Beverly Hills

    So the interviewee or someone clearly answer the question in the header? Which sectors (plural) will ascend in an inflationary environment? Live wire, you can do better

  2. PD

    Whatever the Obiden regime/cult is invested in is where their crimes lead. The current chaos and destruction is intentional. The insane are NOT stupid they just believe everyone else is. We have many politicians and high profile that are truly suffering from mental illness. The majority of the corrupt are either narcissists, codependents and greedy, but then you have the lazy & gullible who follow blindly. They enable by ignoring their responsibility to seek the truth b/c they are self-absorbed and short sighted.

  3. Hammer Munitions

    what about the gold sector? its at covid march lows despite all this inflation talk.

    every other commodity is sky rocketing, dont care about yields only care about inflation. gold is red 24/7, dont care about inflation only care about yields. WTF is this market?

  4. egs

    A bit too vague for me – only after the 3rd time the interviewer prompted for some examples he gave something up…

  5. David James

    Tidbit: Steel coil prices are rising rapidly. More factors than Iron ore at play. But coil feeds into a lot of products. One sign of CPI increases to come

  6. Michael Magill

    Good bit of info thanks.

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