Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
With the inflation figures not lowering to the expected 3.4 and came in at 3.6 - things are going to I'd imagine be tough. What is Hedging about and is it worth potentially hedging my portfolio? Just learning and deeply curious. Kind regards Mark
Hi Mark,
The inflation numbers were monthly rather than the more important quarterly figures – MoM they’re more volatile. We wrote this week we have turned more neutral on the market, as opposed to bullish, but importantly, we’re not bearish. It would take a bearish view for us to consider taking a hedging position.
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