The longer inflation remains unanchored, the better energy and commodities do: portfolio manager

Energy and commodities are largely inflation carry trades, says Darren Sissons, partner and portfolio manager at Campbell, Lee & Ross Investment Management. He says the longer inflation remains unanchored coupled with conflict in the Middle East and in Ukraine, these sectors should be positively impacted.
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[@MM-xg2td]

Of course portfolio investors like inflation its because they make a lot of money with high interest rates....

[@othaVada]

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