Has #ideas2invest been useful to you?
Please click here to share your feedback.
Apart from the Russia-Ukraine war, inflation is the overriding concern among investors today. The Fed has pivoted from a position of "transitory inflation" to "higher inflation for longer", and rate hikes are under way. We draw comparisons with past eras of peak inflation to guide us on what is to come, and highlight outperformers for our portfolios amid today's economic conditions.
We look to sectors that thrive on elevated inflation as well as companies that have the ability to pass on rising costs to end consumers. These include effective inflation hedges such as Commodities, Energy Majors, and S-REITs.
Ready to act now?
Simply click on the stock or fund name below for direct access to our online trading platforms.
Schroder AS Commodity Fund
The Fund is split across a range of commodity sectors, primarily invested in futures of agriculture, metal, and energy complexes.
Managed by an experienced team that combines true fundamental top-down and bottom-up research into commodity sector allocation and contract selection, the Fund's broad-based commodity exposure has managed to generate sustainable alpha as compared to the index, and provides a strong channel to invest in inflation.
Amundi Real Assets Target Income Fund
The fund dynamically allocates between a range of real assets like Infrastructure, Real Estate, Gold, Commodities and Inflation-linked Bonds.
The fund targets income of about 5 - 5.5% p.a., supported by equity dividends, bond coupons, and option premiums (via writing calls and puts).
A diversified multi-asset portfolio of over 250 names, it is exposed to sectors that have revenue linked to inflation, providing resilience in the current environment.
Not a DBS client?
Open a trading account with us today.
5-min article
5-min article
5-min article
