I think the inflation story is likely to cool over the coming months and will present better buying opportunities later in the year, says Michael White, Picton Mahoney Asset management. He says inflation is impacting consumer behavior and outlook. The cost of borrowing for mortgage rates just went up 80% in a very short time, says Michael. He discusses having a multi-asset portfolio. He discusses value stocks and commodity stocks, saying commodities act as an inflation hedge.
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