We live in interesting times. Just as there is a robust debate about the relative attractions of ‘value’ versus ‘growth’, there is also a related discussion as to the extent inflation will rise. While the portfolios will continue to focus on good entrepreneurial companies within their equity component, such issues influence portfolio construction when it comes to other asset classes. And unlike the daily machinations of market movements, inflation is influenced by government policies. Investors need to be aware of the agenda and positioned accordingly.
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