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16 handpicked stocks

Inflation Resilience Portfolio Explained

The Fed's key inflation gauge remains stubbornly high, signaling that elevated price levels may persist for longer than expected. This creates an investment opportunity in companies that can thrive in an inflationary environment, such as those with the ability to raise prices or benefit from higher interest rates.

Author avatar

Han Tan | Market Analyst

Published on September 27

Your Basket's Financial Footprint

Market capitalization breakdown for 'The Inflation Resilience Portfolio', highlighting total market cap and per-stock market caps ordered largest to smallest.

Key Takeaways for Investors:
  • Large-cap dominance tends to reduce volatility and track broader markets, though returns aren't guaranteed and values can fall.
  • Suitable as a core, diversified holding rather than a speculative allocation; assess fit with personal goals.
  • Expect steady, long-term value orientation rather than rapid, short-term gains; growth likely gradual and uncertain.
Total Market Cap
  • XOM: $499.74B

  • PEP: $192.27B

  • COP: $123.00B

  • Other

About This Group of Stocks

1

Our Expert Thinking

With core PCE inflation holding steady at 2.9% - well above the Fed's 2% target - we've identified companies positioned to thrive in this environment. These businesses either have strong pricing power to pass costs to consumers or benefit from higher interest rates through improved margins.

2

What You Need to Know

This collection focuses on defensive sectors like energy, consumer staples, and select financials. These companies have historically shown resilience during inflationary periods and may see enhanced profitability when others struggle with rising costs.

3

Why These Stocks

Each stock was handpicked by professional analysts based on their ability to navigate prolonged inflation and restrictive monetary policy. They represent businesses with proven track records of maintaining or improving margins during challenging economic conditions.

Why You'll Want to Watch These Stocks

🔥

Inflation-Proof Pricing Power

These companies have proven they can raise prices when costs go up, protecting their profit margins whilst others struggle. That's the kind of resilience you want in your portfolio.

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Rate Rise Winners

Whilst higher interest rates hurt some businesses, select financials in this group actually benefit from improved lending margins. It's like getting paid more for the same work.

🛡️

Professional Defence Strategy

Our analysts handpicked these stocks specifically for their track record during inflationary periods. This isn't guesswork - it's strategic positioning based on historical performance.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

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