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15 handpicked stocks

Navigating Persistent Inflation

Recent data shows inflation remains stubbornly high, reducing the likelihood of Federal Reserve rate cuts. This environment favors companies with strong pricing power that can protect their profit margins by passing increased costs to consumers.

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Author avatar

Han Tan | Market Analyst

Updated today | Published at Jul 31

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

PEP

Pepsico, Inc.

PEP

Current price

$139.29

PSMT

Pricesmart Inc

PSMT

Current price

$107.50

INGR

Ingredion Incorporated

INGR

Current price

$137.00

About This Group of Stocks

1

Our Expert Thinking

With inflation proving more persistent than expected and the Federal Reserve likely to delay rate cuts, we've focused on companies with exceptional pricing power. These businesses can successfully pass rising costs to consumers without losing demand, protecting their profit margins in challenging economic conditions.

2

What You Need to Know

This group features companies with strong brand loyalty, essential products, or dominant market positions that give them the ability to raise prices when input costs increase. They're designed to be defensive plays during inflationary periods when many businesses struggle to maintain profitability.

3

Why These Stocks

Each company was handpicked by professional analysts for their proven ability to navigate inflationary environments. They represent businesses that have historically maintained or grown their margins during periods of rising costs, making them tactical allocations for uncertain economic times.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+17.07%

Group Performance Snapshot

17.07%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 17.07% over the next year.

13 of 15

Stocks Rated Buy by Analysts

13 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🛡️

Inflation-Proof Businesses

These companies have proven they can maintain profitability even when costs rise, making them valuable defensive plays in uncertain economic times.

💪

Pricing Power Advantage

With strong brand loyalty and essential products, these businesses can raise prices without losing customers, protecting their margins when inflation strikes.

📈

Fed Policy Hedge

As the Federal Reserve keeps rates higher for longer to combat inflation, these stocks offer a tactical way to navigate the challenging monetary environment ahead.

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