Hey! We are Nemo.
Nemo, short for Never Miss Out, is a mobile investment platform that delivers curated, data-driven investment ideas to your fingertips. It offers commission-free trading across stocks, ETFs, crypto, and CFDs, along with AI-powered tools, real-time market alerts, and themed stock collections called Nemes.
Download the App
Scan the QR code to download the Nemo app and start investing on Nemo today
• 5 min read
• Published on 31 July 2025
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article
View the full Basket:Navigating Persistent Inflation
It seems inflation is the houseguest who has long overstayed their welcome. You know the type. They drink your best wine, use all the hot water, and despite repeated, increasingly unsubtle hints, simply refuse to leave. For months, central bankers, particularly those at the US Federal Reserve, assured us this guest was packing their bags. Any day now, they said. Well, the latest data suggests the bags are not only unpacked, but the guest has started redecorating the spare room.
To me, this wasn't a great surprise. The idea that we could pump trillions into the global economy and not face a prolonged inflationary hangover always seemed a bit, shall we say, optimistic. The recent Personal Consumption Expenditures index, the Fed’s favourite bedtime reading, confirmed as much. It came in hotter than anyone in an official capacity was willing to admit was possible. This stickiness means the dream of imminent interest rate cuts is likely to remain just that, a dream.
View the full Basket:Navigating Persistent Inflation
In this sort of environment, most companies find themselves in a rather tight spot. Their own costs are rising, from energy to raw materials, whilst their customers are feeling the pinch. It’s a classic pincer movement on profit margins. But a select few businesses possess a superpower, an old-fashioned virtue that has become incredibly valuable again. It’s called pricing power.
What is it, exactly? It’s the ability to raise your prices without your customers fleeing in droves. It’s the difference between a brand people want and a commodity they’ll buy from anyone who is a penny cheaper. Think of it like your favourite local pub. The price of a pint might creep up, and you’ll have a good moan about it, but are you really going to stop going? Probably not. That, in essence, is pricing power. It’s built on brand loyalty, essential products, or a dominant position in the market.
View the full Basket:Navigating Persistent Inflation
Some of the companies that excel here are household names. Take PepsiCo, for instance. The company is a master of this game. When the cost of corn, sugar, or potatoes goes up, they can nudge up the price of Pepsi, Lay’s crisps, and Quaker Oats. Why? Because these are small, affordable treats. A 10p increase on a bag of Doritos might be irritating, but it’s unlikely to be a dealbreaker for most people looking for a snack. It’s a simple, repeatable trick that protects their profits beautifully.
Then you have slightly less obvious players, like PriceSmart. They run membership warehouse clubs, mostly in Latin America and the Caribbean. Their model is fascinating because inflation can actually strengthen their appeal. As household budgets get squeezed, the idea of buying in bulk to save money becomes more attractive, not less. Customers pay a membership fee for the privilege, creating a loyal base and a steady, predictable revenue stream for the company.
And let’s not forget the companies you’ve never heard of, like Ingredion. They make the specialised starches and sweeteners that go into countless food products. They are a crucial, if invisible, part of the supply chain. When their raw material costs rise, they simply pass those increases on to the big food manufacturers they supply. They aren't absorbing the pain, they are merely acting as a conduit for it. Finding these inflation-resistant gems isn't about chasing fads, it's about understanding fundamental strengths. It’s a specific skill set, really, a bit like Navigating Persistent Inflation in a storm. For investors, identifying these characteristics could be key in the current climate.
View the full Basket:Navigating Persistent Inflation
View the full Basket:Navigating Persistent Inflation
View the full Basket:Navigating Persistent Inflation
View the full Basket:Navigating Persistent Inflation
View the full Basket:Navigating Persistent Inflation
View the full Basket:Navigating Persistent Inflation
This article is marketing material and should not be construed as investment advice. No information set out in this article be considered, as advice, recommendation, offer, or a solicitation, to buy or sell any financial product, nor is it financial, investment, or trading advice. Any references to specific financial product or investment strategy are for illustrative / educational purposes only and subject to change without notice. It is the investor’s responsibility to evaluate any prospective investment, assess their own financial situation, and seek independent professional advice. Past performance is not indicative of future results. Please refer to our Risk Disclosure.
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article