Key considerations in an inflationary market environment | Perpetual's James Holt Artwork

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Key considerations in an inflationary market environment | Perpetual's James Holt

June 17, 2022 • Bell Direct

Inflation is growing at its fastest pace in 20 years. The cost of living is rising, and company profits are under pressure. This has led to a significant amount of media coverage for investors to work through.

So, our Market Analyst, Sophia Mavridis, sat down with James Holt, Director of Investment Solutions at Perpetual, to discuss the key considerations for investors in an inflationary market environment.

In this video James covers:

(1:23) What's driving inflation
(2:56) How markets have generally reacted
(4:08) The consequences for equities
(4:41) What stocks Perpetual favours

This interview was filmed on Thursday the 9th of June 2022.