can-equities-deliver-amid-rising-inflation

Can equities deliver amid rising inflation?

Inflation fears triggered the May sell-off but many companies are positioned to reward investors, says Brandywine.
Philadelphia-based Brandywine Global Investment Management manages $13 billion in global equities. Safa Muhtaseb is a portfolio manager who recently toured Asia.

What has been the biggest surprise in the past year
Safa Muhtaseb Our biggest surprise in the past 12 months has been bond yields, which we thought would go down. We paid too much attention to the forces of globalisation and the abundance of liquidity, and not enough to the impact of higher commodity and energy prices and the ripple impact they had on products and services.

Is inflation a problem
Inflation is still a concern. ItÆs starting to appear in the global economy, thanks to the impact of energy and commodity prices, plus...
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