Wealthy + Wi$e Ep 9 | Inflation and value investing

Inflation is back on the agenda, but are you treating it as noise, or a core part of your portfolio strategy as a value investor?

This episode of Wealthy & Wise looks at how rising prices may reshape returns for investors, which sectors cope best, and which sectors to avoid.

Because not all companies are created equal when costs are rising.

We hear from Andrew Coleman from Teaminvest, economist My Bui from AMP and John Birkhold from TWC Invest.

Jumbo Interactive (ASX:JIN), REA Group (ASX:REA) and Carsales (ASX:CAR) are cited as examples of businesses whose fees rise with transaction values, making them potential inflation beneficiaries.

On the risk side, the danger zones in an inflationary, higher‑rate environment include fixed‑price contractors and REITs such as Stockland (ASX:SGP), Charter Hall (ASX:CHC), Goodman Group (ASX:GMG) and engineering firm Worley (ASX:WOR); highly competitive retailers like Harvey Norman (ASX:HVN); regulated players including AGL Energy (ASX:AGL), Origin Energy (ASX:ORG), IAG (ASX:IAG), Suncorp (ASX:SUN) and QBE Insurance (ASX:QBE); cyclical exposures such as the major banks and unprofitable, debt‑laden companies facing rising funding and capex costs.

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