Where to invest if inflation takes off

Livewire Exclusive

Livewire Markets

With inflation over 6% in the US and at 3% locally, investors could be forgiven for worrying about what it could do to returns. But as Jasmin Argyrou from Credit Suisse points out, investors need not fear inflation – assuming they have exposure to equities in their portfolio.

“Inflation is generally a positive for equity markets because it’s a positive for earnings growth… When inflation rises, and inflation expectations rise, profit margins improve, earnings improve, and that goes with equity market performance.”

It’s not all good news though, inflation can eventually become a problem. However, Argyrou says we’re nowhere near that level currently.

In this short video, she explains Credit Suisse’s outlook for inflation, and how they’re positioned as a result. 

Learn more

Credit Suisse Private Banking specialises in asset diversification, holistic wealth planning, next generation training, succession planning, trust and estate advisory, philanthropy. For more information on how we can help you achieve your financial objectives, hit the contact button below, or follow me for our latest fixed income insights.

1 contributor mentioned

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.