Income investing and inflation risk

Ten inflation protection strategies for income investors from the JOHCM Global Income Builder team

  • Robert Hordon
24 Jun 2021
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View PDF   Download PDF  
  • Many investors are justifiably concerned about how inflation could impact their portfolios.  
  • This uncertainty is confounded by the fact that developed markets have not had to contend with elevated levels of inflation for decades.  
  • There have indeed been a number of important developments since the beginning of the pandemic that could clearly contribute to a step change in the inflation outlook.


For professional investors only. Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. The Fund’s investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

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