Well, the kryptonite of share markets is well and truly back: Inflation. Yes, the nemesis of both common and superhuman investors alike, has risen from the dead after what had been a decades-long slumber.

The Reserve Bank of Australia and the US Federal Reserve have both signalled that rates will be rising over the coming two years, sooner than many investors would have liked.

Worse still, TMS Capital's Ben Clark and Watermark Funds Management's Justin Braitling believe that a correction could be on the cards.

Justin points to a rallying USD as a clear signal, warning of a pullback in risk assets over the months ahead. Meanwhile, Ben believes we are nearing the end of the cycle, with a bear market on the horizon in a year or two's time.

So, how should you position your portfolio with all this in mind? You'll just have to watch this thematic episode of Buy Hold Sell to find out. Note: This episode was filmed on 23 June 2021.

Note: This episode was filmed on 23 June 2021.