Skip to main content

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

Sophia Mavridis
June 20, 2022

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 9th of June 2022.

Morning Bell 4 September

Grady Wulff
September 4, 2023

Weekly Wrap 1 September

Grady Wulff
September 1, 2023

Morning Bell 1 September

Sophia Mavridis
September 1, 2023

Morning Bell 31 August

Grady Wulff
August 31, 2023

Morning Bell 30 August

Grady Wulff
August 30, 2023

Morning Bell 29 August

Sophia Mavridis
August 29, 2023

Morning Bell 28 August

Grady Wulff
August 28, 2023

Weekly Wrap 25 August

Grady Wulff
August 25, 2023

Morning Bell 25 August

Sam Kanaan
August 25, 2023

Morning Bell 24 August

Grady Wulff
August 24, 2023

Morning Bell 23 August

Grady Wulff
August 23, 2023