The Federal Reserve's key inflation metric remained elevated at 2.9%, signaling that the fight against rising prices is ongoing. This creates a potential investment opportunity in companies that can thrive in a high-inflation, high-interest-rate environment.
Published on September 28
These companies have proven pricing power, meaning they can raise prices when costs go up. That's like having a built-in shield against inflation eating into their profits.
Whilst many companies struggle with higher interest rates, several in this group actually benefit from them. Financial institutions earn more on loans, creating potential profit opportunities.
Professional analysts selected these stocks specifically for the current economic climate. They're not just surviving inflation - they're positioned to potentially thrive in it.
With core inflation holding at 2.9% and the Fed maintaining restrictive policies, we've identified companies positioned to thrive in this challenging environment. These businesses have strong pricing power and can protect their margins by passing costs to consumers, whilst financial institutions benefit from wider lending spreads in higher-rate climates.
This group focuses on resilience during inflationary periods. These companies typically have the ability to raise prices without losing customers, strong balance sheets to weather economic uncertainty, and business models that can actually benefit from the current macroeconomic conditions rather than being hindered by them.
Each stock was handpicked by professional analysts based on their ability to navigate elevated interest rates and persistent inflation. We selected businesses with proven pricing power, financial institutions positioned to benefit from higher rates, and companies whose fundamentals suggest potential outperformance during this economic cycle.
Aggregate and breakdown of market capitalization for the 'Inflation-Resistant Investments' basket.
ENVA: $3.05B
TFIN: $1.22B
WIA: $195.44M
Get the full story on this Basket. Read our detailed article on its risks and potential.
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
+7
Here are a few of the assets in this group. Create an account to unlock the full list.
Join Nemo FREE today and unlock every stock
It only takes 60 seconds.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+18.80%
On average, analysts expect assets in this group to grow 18.8% over the next year.
5 of 17 assets in this group are rated Buy by professional analysts.
