top of page
  • Michael Livian, CFA and Martin Fridson, CFA

Inflation at a 30-yr High. How to Protect your Investments.



On November 10, 2021 the latest inflation readings were released. Many were hoping for the price pressures to start subsiding. Instead, the Consumer Price Index (CPI) rose 6.2% year over year. This is the highest print in 30 years.


Many components of inflation (microchips, cars, ...) are likely to moderate in 2022 as the shortages are worked out. However, some others may prove to be stickier (energy and housing).


In the report below, we review what strategies worked historically in shielding the value of your investments against inflation.




bottom of page