Build a surfer's portfolio to ride inflation waves

Look for secular growth

Much investment coverage is being devoted to the question of where interest rates are heading, but is this driving investors to take unnecessary bets?

With the signals around inflation contradictory, interest rates still look unlikely to fall much for a while. Indeed, there is still a risk they will go too high - or already are too high. The impacts of this on a world that has become hooked on quantitative easing, zero inflation and low interest rates could be so serious as to tank economies, in turn forcing central bankers to drop rates very quickly indeed. UK unemployment rate creeps up in Q1 This sort of uncertainty and volatility is nothing new. In the mid-1960s to early '80s we saw inflation - and interest rates - soar and c...