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Stagflation Portfolio Luring Managers Who Say Time To Act Is Now

davfordavfor
edited August 2021 in Other Investing
One manager's idea for what currently makes sense. (I have been overweight reits since at least early last year but DEA is the only significant addition to that sector I recall making this year.)
The chief investment officer of First American Trust has been piling on exposure to real estate investment trusts and technology and offloading financials, which should theoretically be weighed down by a flattening yield curve.
Another manager's idea:
Such a stagflationary environment should benefit sectors with the highest degree of pricing power -- “energy, materials, even some consumer durables, if they can pass on higher costs to consumers, which they’re trying to,” Boockvar said.
Stagflation Portfolio

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