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The latest inflation print in the US has surpassed a 30-year high. Just by low base effects, y/y inflation will stay elevated until May this year. Higher oil prices, global supply chain disruption, under-investment during the pandemic, pent-up demand, and a tight labour market could drive inflation higher.
We believe there are several sectors that are good inflation hedges. Gold, metals, oil, and property are inflation asset plays, and we also like equity sectors including Luxury, Europe Oil Majors, Financials, Health Care, quality Big Tech, and S-REITs as inflation protectors.
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Simply click on the stock or fund name below for direct access to our online trading platforms.
Schroder AS Commodity
Schroder AS Commodity is split across a range of commodity sectors, primarily invested in futures of agriculture, metal, and energy complexes. The fund is managed by an experienced team that combines true fundamental top-down and bottom-up research into commodity sector allocation and contract selection. Additionally, the fund's broad based commodity exposure is supported by the team's ability to generate sustainable alpha as compared to the index, and provides a strong channel to invest in inflation.
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