How to turn the inflation headwind into a tailwind

In our recent reader survey conducted at the end of 2021, investors just like you (and perhaps, even you yourself), told us that inflation was their number one concern for markets in 2022.

In fact, ABS research shows that easing COVID-19 restrictions have resulted in the largest increase in fuel prices in 30 years, while supply chain challenges continue to weigh heavily on various parts of the market.

Think anything from technology, which has seen its benchmark plummet more than 25% since mid-November, to food and domestic goods, which have both seen prices skyrocket (it may surprise some to learn that butchers and restaurants are seeing up to 30% price increases for prime cuts of beef).

So how can you turn this inflationary headwind into a tailwind for your portfolio? Glad you asked.

In this episode, Livewire's James Marlay was joined by Monash Investors' Shane Fitzgerald and WILSONS' John Lockton for a deep dive on inflation. They discuss everything from how concerned you actually should be about what some dub the market's kryptonite, to the sectors and stocks that could actually benefit from inflation over the months to come.

Note: This episode of Buy Hold Sell was shot on Wednesday 16th February 2022. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/how-to-turn-the-inflation-headwind-into-a-tailwind/