We’ll start by looking at the short term. Using our global tactical strategy as a barometer, the areas that strategy is invested in right now are places like transportation, international small-caps and technology.
If you want to broaden out to a longer term, looking ahead to 2022, I do think inflation will influence what areas might be better opportunities than others. For example, you might want to be in higher-quality companies. They can afford to pay the steeper prices associated with their supply chain and not pass it on to the consumer, or they can pass it on to the consumer but their product is so sticky that buyers are willing to pay the higher prices instead of going to a competitor. Within your equityThe amount of money that would be returned to shareholders if a company’s assets were sold off and all its debt repaid. sleeve, I think those would tend to be your bigger blue-chip dividend-paying stocksA financial instrument giving the holder a proportion of the ownership and earnings of a company.. That’s an area I expect might do well if inflation remains high.
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