2 sectors, 6 stocks MLC likes as inflation plays

Livewire Exclusive

Livewire Markets

A handful of companies across two key sectors would benefit from rising inflation after decades in the doldrums, says MLC Asset Management portfolio manager John Woods. 

Australia’s catastrophic bushfires of 2019 and the global pandemic that hit in March were a double-whammy for the agriculture sector. The fires led to higher grocery prices as demand skyrocketed, “and this was accentuated as we went through the pandemic,” says Woods.

Rising inflation is one of several potential scenarios modelled in the MLC Investment Futures Framework, a tool Woods and his team use to mitigate risk across multi-asset portfolios.

Boosted supermarket margins is a potential flow-on effect captured in MLC's multi-asset portfolio. The team has also spotted opportunities in mining, a global sector knocked by pandemic shutdowns but benefiting locally from China’s earlier stage in the recovery cycle.

In the following video, Woods reveals three supermarket stocks and a trio of Australian-listed global miners his team tips to benefit in the months and years ahead.

Investment thinking that makes a difference

We hope you enjoyed reading our insight on building robust portfolios and selecting the best managers.

The MLC Managed Account Strategies are currently available only through licensed Financial Planners. If you would like to access our capabilities, we strongly encourage you to speak your Financial Adviser. If you’re an adviser and you would like to learn more about our Managed Accounts solutions, please click here.

Livewire gives readers access to information and educational content provided by financial services professionals and companies ("Livewire Contributors"). Livewire does not operate under an Australian financial services licence and relies on the exemption available under section 911A(2)(eb) of the Corporations Act 2001 (Cth) in respect of any advice given. Any advice on this site is general in nature and does not take into consideration your objectives, financial situation or needs. Before making a decision please consider these and any relevant Product Disclosure Statement. Livewire has commercial relationships with some Livewire Contributors.

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.