Morningstar's Inflation Toolkit for Investors
A collection of Morningstar resources to help you understand how inflation could impact you, and how to protect your portfolio from its corrosive effects.
As inflation surges around the world, you're probably wondering what high inflation means for your portfolio and ongoing investment decisions.
We’ve rounded up key resources to help you navigate this challenging environment, covering:
- How inflation impacts you
- Inflation hedges
- Stagflation
- Impact of inflation on retirees
- Economic outlook amidst rising inflation
About Inflation
How to find robust companies that can withstand inflationary changes, or have measures in place to protect them.
Long-term inflation trends, is inflation transitory or here to stay? Which investments have performed well during inflationary environments.
And how investors can protect their portfolios.
Headline inflation is spiking but it doesn't tell the full story with some households disproportionately affected. Here's how to calculate your own personalised inflation rate.
Depending on your last pay rise you may have little to fear from rising prices.
Inflation hedges
Morningstar FundInvestor editor Russ Kinnel describes some direct and indirect hedges for inflation protection.
There are numerous tactics for trying to protect your hard-earned assets from inflationary pressures. Equity factor-based investing is one of them.
Direct and indirect hedges to protect against inflation, plus investments vulnerable to inflation.
Higher inflation may actually be beneficial for some in the property sector.
Four assets commonly touted as inflation hedges that have failed to hedge inflation.
ARTICLE: Listed infrastructure to shine amid economic uncertainty
Real assets such as infrastructure have exhibited three characteristics – stable cash flows, inflation protection and lower economic sensitivity.
Stagflation
Not seen since the 1970s, a period of high inflation and stagnant growth would leave investors with few places to hide.
Direct and indirect hedges to protect against inflation, plus investments vulnerable to inflation.
Inflation & Retirement
ARTICLE: How inflation and valuation affect safe withdrawal rates
About the CAPE Ratio, new ways to look at withdrawal rates, and what inflation means for people early in their retirement
Inflation & The Economy
ARTICLE: Why there is good news in the bad US inflation numbers
Despite a broad jump in inflation in March, the details are encouraging.
ARTICLE: Economic outlook: Inflation concerns shouldn't knock recovery off-course
Australia's economy to perform well despite inflation concerns, says Morningstar analysts.
