Equity investments for inflationary environment

[Bobdn]

I'm hoping, on the NZX at least, ASR will help me keep up with inflation. It has all the metals covered (industrial metals and precious metals) and a good dollop of oil. Hasn't been great over the last year. I use Vanguard's materials ETF to round out that whole sector and have a number of oil specific ETFs. I'm totally barbelled however and do have Vanguard's Growth ETF. What happens if inflation dies? I don't think it will but seriously who knows?

Jeremy Siegel on CNBC the other day reiterated his view that dividend shares will work well in this environment. I use Kernel's Dividend Aristocrat fund which has worked well. But for the most part I avoid chasing dividends as such. Whole market/total return has worked a lot better for me overall over the last couple of years than my specific dividend plays.

[Muse]

Nasty inflation figures out of Australia this morning
https://www.afr.com/policy/economy/s...0220125-p59qz4

CPI figures due from the USA and NZ later this week if I recall correctly.
Should be interesting.

[777]

Nasty inflation figures out of Australia this morning
https://www.afr.com/policy/economy/s...0220125-p59qz4

CPI figures due from the USA and NZ later this week if I recall correctly.
Should be interesting.

Thursday for NZ

[Beagle]

Nasty inflation figures out of Australia this morning
https://www.afr.com/policy/economy/s...0220125-p59qz4

CPI figures due from the USA and NZ later this week if I recall correctly.
Should be interesting.

We can only dream of inflation @ 3.5%.
I think the N.Z. headline number for 2021 is going to be six point something percent.

[Panda-NZ-]

Corona seems to be a stimulus for the stock market.

More corona = less inflation = lower interest rates.

[Bjauck]

We can only dream of inflation @ 3.5%.
I think the N.Z. headline number for 2021 is going to be six point something percent.

Yep. It looks like Real after-tax incomes are taking a hammering. Just as well NZ land price inflation is mostly absent from CPI figures too.

[causecelebre]

Nasty inflation figures out of Australia this morning
https://www.afr.com/policy/economy/s...0220125-p59qz4

CPI figures due from the USA and NZ later this week if I recall correctly.
Should be interesting.

Be interesting to see what the energy and used car/truck inflation has been. They make up a large % of the CPI numbers