Tags: inflation | invest | surprise | economy

Protecting Against an Inflation Surprise

Protecting Against an Inflation Surprise
(Dollar Photo Club)

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Thursday, 23 June 2016 07:09 AM Current | Bio | Archive


I don’t see much in the way of inflation coming down the pipeline. In fact, I see the same deflationary forces that are plaguing Japan and Europe to continue nipping at our heels for the next several years.

But… let’s say I’m wrong. Let’s say something comes out of left field that ignites inflation. What then?

I gave my thoughts on inflation to Kira Brecht, writing for US News and World Reports:

    “Real estate is a natural inflation hedge that also tends to pay decent current income. A basket of REITs is generally a good addition to any portfolio, and now more than ever,” says Charles Sizemore, founder of Sizemore Capital Management.

    One option for investors includes the Vanguard REIT ETF (VNQ). Sizemore calls it “a very solid option. It gives broad diversification to the REIT sector and has the lowest fees of any of its competitors.”

    Sizemore says the best advice for investors now may be to stay flexible.

    “Be willing to invest in new ways you’ve never invested before,” he says. “We’re in uncharted territory. We’ve never had negative interest rates, nor have we had this level of central bank manipulation. We don’t know how this story ends, so we need to stay nimble and flexible.”

Charles Lewis Sizemore, CFA, is chief investment officer of the investment firm Sizemore Capital Management and the author of the Sizemore Insights blog. As of this writing, he was long AAPL and MSFT. To read more of his work, CLICK HERE NOW.

Disclaimers: If I mention a stock favorably, you should assume that I have a position in it, both personally and in client accounts.  This does not, however, automatically mean that you should own it. I am expressing my opinions in this newsletter, not offering individualized financial advice or soliciting you to buy securities.  See full disclaimer here.

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CharlesSizemore
I don't see much in the way of inflation coming down the pipeline. In fact, I see the same deflationary forces that are plaguing Japan and Europe to continue nipping at our heels for the next several years.
inflation, invest, surprise, economy
307
2016-09-23
Thursday, 23 June 2016 07:09 AM
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