• 5 min read
• Published on 25 July 2025
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View the full Basket:Stagflation Standouts
I don’t know about you, but the current economic mood feels a bit like a dreary Sunday afternoon. The forecast is grim, the good times seem a distant memory, and there’s a nagging feeling that we’re in for a long, grey slog. The word on everyone’s lips, whispered in hushed tones, is stagflation. It’s that ghastly cocktail of a stalled economy mixed with stubbornly high prices, and it’s a recipe for a nasty portfolio hangover.
While the broader market has been stumbling around like a man who’s lost his keys, a quiet corner has been holding up rather well. Defensive assets, the sort of investments your grandfather would approve of, have actually nudged upwards. It’s not a coincidence. It’s what happens when smart money starts preparing for rain.
View the full Basket:Stagflation Standouts
Let’s be frank. When the people in charge of the money supply, the US Federal Reserve, start lowering their growth forecasts while simultaneously admitting inflation is stickier than jam on a wool blanket, you ought to pay attention. This is the very definition of a stagflationary environment. The economy loses its puff, but the cost of everything keeps climbing.
For the average investor, this is a proper pickle. The go-go growth stocks that did so well for so long tend to suffer when the economy slows down. Meanwhile, bonds, the traditional safe harbour, get battered by inflation. So, where does one turn? To me, the answer lies in the boring, the essential, and the unglamorous. It lies in the companies that provide things we simply cannot do without.
View the full Basket:Stagflation Standouts
When the economic weather turns foul, you don’t need a flashy sports car, you need a reliable Land Rover. The same logic applies to investing. This is where a collection of carefully chosen assets, like the Stagflation Standouts, could come into its own. The strategy is simple. It focuses on businesses and assets that have historically shown resilience when things get tough.
Take gold, for instance. It’s the ultimate old-school asset. It pays no dividend and it doesn’t innovate. But what it does do, and has done for centuries, is act as a store of value when paper money is losing its worth. During the last great stagflationary panic in the 1970s, gold’s performance was nothing short of spectacular. While history never repeats itself exactly, it often rhymes.
Then you have the giants of necessity, companies like Costco and Walmart. These aren’t exciting tech start-ups. They are vast, efficient machines for selling people things they need, day in and day out. When household budgets get squeezed, people don’t stop buying groceries, they just get smarter about where they buy them. They flock to bulk-buy warehouses and discount retailers. These companies have what analysts call ‘pricing power’, which is a fancy way of saying they can pass on rising costs without losing their customers. It’s a vital trait in an inflationary world.
View the full Basket:Stagflation Standouts
Now, I must be clear. This is not a risk-free proposition. There is no such thing in investing. These defensive companies face their own headwinds, and gold can be volatile. Furthermore, the entire stagflation scenario might not play out. The economy could surprise us all and come roaring back to life. In that case, these sturdy, defensive plays would likely underperform their more glamorous, growth-oriented cousins.
However, investing is about weighing probabilities. Looking at the data and the official forecasts, preparing for a period of slower growth and persistent inflation seems like a pragmatic move. It’s not about chasing explosive returns. It’s about seeking stability and preserving capital in what could be a very challenging environment for most other assets. It’s about choosing the sturdy umbrella over the fashionable sunglasses when clouds are gathering on the horizon.
View the full Basket:Stagflation Standouts
View the full Basket:Stagflation Standouts
View the full Basket:Stagflation Standouts
View the full Basket:Stagflation Standouts
View the full Basket:Stagflation Standouts
View the full Basket:Stagflation Standouts
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.
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