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 24 July

Grady Wulff
July 24, 2024

Morning Bell 23 July

Sam Kanaan
July 23, 2024

Morning Bell 22 July

Grady Wulff
July 22, 2024

Weekly Wrap 19 July

Grady Wulff
July 19, 2024

Morning Bell 19 July

Sam Kanaan
July 19, 2024

Morning Bell 18 July

Sam Kanaan
July 18, 2024

Morning Bell 17 July

Grady Wulff
July 17, 2024

Morning Bell 16 July

Grady Wulff
July 16, 2024

Morning Bell 15 July

Grady Wulff
July 15, 2024

Weekly Wrap 12 July

Grady Wulff
July 12, 2024

Morning Bell 11 July

Grady Wulff
July 11, 2024

Morning Bell 10 July

Grady Wulff
July 10, 2024