Inflation Strategies: How to Survive Extraordinary Times

IInflation has reached its highest level in four decades. Traditional inflation hedges, such as TIPS or precious metals, are not enough, and investors fear that price pressures will eat away at their portfolios.

In the upcoming webcast, Inflation Strategies: How to Survive Extraordinary Times, James Davolos, Portfolio Manager, Research Analyst, Horizon Kinetics; and Robert Sechan, CEO, Managing Partner, Co-Founder of NewEdge Wealth, will present an updated inflation hedging strategy that could help clients of financial advisors better weather current inflationary pressures.

“Protecting their portfolios is important for investors, but we believe that many traditional inflation hedges/inflationary investments are suboptimal,” according to Horizon Kinetics. “There are limited investments that deal with inflation risk without being a directional trade based on the CPI.”

Alternatively, the Horizon Kinetics Inflation Beneficiaries ETF (INFL) is an actively managed ETF that seeks long-term capital growth in real (inflation-adjusted) terms. It aims to achieve its investment objective by investing primarily in domestic and foreign equity securities of companies which are expected to benefit, directly or indirectly, from rising prices of real assets (i.e. assets whose value derives primarily from physical properties such as raw materials) such as those whose revenues are expected to increase with inflation without a corresponding increase in expenses.

INFL is an ETF strategy to address growing inflation concerns. INFL will hold shares of and invest in the shares of currently profitable and well-managed companies. It eschews the typical industry focus on traditional investment categories and attempts to find unique, undiscovered drivers of long-term value and price appreciation.

The portfolio is designed to provide total cycle inflation exposure and seeks to thrive in many different inflation scenarios. INFL emphasizes companies that are exposed to inflationary underlying assets but are not capital intensive. This is a key feature that differentiates INFL from other inflation hedge products.

Financial advisors interested in learning more about inflation hedging strategists can register for the Friday, March 25 webcast here.

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