M&G Investments Insights issued an online guide to managing rising inflation, and positioning portfolios for resilience. We highlight two of the segments M&G have identified for inflation resilience:
Food store investments - this defensive sector is resilient to both inflation and stagflation, where inflation flows through to rental cashflows
Grocery anchored retail parks - being bettered positioned to manage e-commerce growth with greater ability to pass inflation through to retailer revenue and hence rents.
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