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Inflation: Portfolios are Not Positioned for this Environment

Which investment solutions that you own will perform well in an inflationary environment? At Essential Partners, we build portfolios for all types of economic environments, including rising inflation.

Despite inflation being littered across the news and social media daily, the past 40 years have conditioned individual and institutional investors to not worry about inflation. This has led to portfolios that are not positioned for a rising inflationary environment. This positioning could lead to poor investment performance, which puts financial objectives at risk. At Essential Partners, we recognize that the future is uncertain but after applying a critical lens to the situation, it is clear to us that the probability is materially higher that the US economy will experience sustained higher inflation. Consider the following graphics.

inflation graphic with globalization and Power of Labor

inflation graphic with regulation, taxes, monetary policy and fiscal policy

inflation graphic with demographics and technology

Investment advisory services offered through Essential Partners, a registered investment advisor.

This document contains general information that is not suitable for everyone. The information contained herein should not be construed as personalized investment advice. Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed will come to pass. Investing in financial markets involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security.

Essential Partners is an investment advisor registered with the SEC.
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