The topic of inflation is hard to miss — in the news, in your purchases and in your investments. And while its effects might be the most noticeable at the store or the gas pump, the biggest impact can be in your portfolio where it is constantly eroding the purchasing power of your returns. Fortunately, you can prepare for inflation — whether it is high or low — with proven tactics for mitigating the bite it can take out of your investments. 

To help us understand the history of inflation and its impact on portfolios, we talk with Pete Mladina, executive director of portfolio research for Northern Trust Wealth Management. In this episode, Pete shares advisory insights on the tools and methods investors can incorporate to safeguard their portfolios effectively. He highlights the importance of diversifying portfolios to balance assets and mitigate risks stemming from inflation. Pete, who also teaches financial economics at UCLA, will guide us through key considerations for selecting inflation-resistant assets and the strategies to adapt their portfolios in response to changing inflationary conditions.

Join us as we learn how to skillfully manage the market volatility and economic uncertainties caused by inflation. 

Highlights:

· How to be inflation-sensitive when investing (2:21)

· Valuable tools for managing and mitigating inflation (6:55)

· How to diversify a portfolio with risk control assets (10:56)

· How to combine the power of natural resource equities and commodities (16:11)

· Understanding the outlook of inflation (18:10)

Links:

• Northern Trust - Wealth Management
  • https://www.northerntrust.com/united-states/what-we-do/wealth-management
• Northern Trust Twitter
  • https://twitter.com/NorthernTrust
• Katie Nixon Bio
  • https://www.northerntrust.com/united-states/insights-research/wealth-management/experts/nixon-katie
• Katie Nixon LinkedIn
  • https://www.linkedin.com/in/katherine-nixon-61783816
• Pete Mladina Bio
  • https://www.northerntrust.com/united-states/insights-research/wealth-management/experts/mladina-peter
• Pete Mladina LinkedIn
  • https://www.linkedin.com/in/peter-mladina-177194125/

Feedback:

If you have questions about the show or topics you'd like discussed in future episodes, email our producer ([email protected]).