Numerous news headlines have trumpeted major concerns about inflation, which has been at 40-year highs. But how should investors handle inflation as it pertains to their portfolios? At the Morningstar Investment Conference on Monday, Kevin Dreyer, co-CIO of Gabelli Funds, outlined some guidelines for investing in the age of inflation.
Historic inflation
Dreyer started by looking at the latest inflation date, noting that it has been a non-event until recently. Looking at the CPI numbers over the last 10 or 20 years reveals that inflation was extremely low until very recently.
Q1 2022 hedge fund letters, conferences and more
Over the last year, inflation has spiked dramatically for reasons that have been...
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