2 Top Picks For Stagflation

Jun. 15, 2022 8:05 AM ETBRX, VNQ, WSR9 Comments

Summary

  • With inflation running hot and real GDP dipping into negative territory in the first quarter, it appears we are headed into a stagflationary period.
  • It will be very difficult to make money in most investments during such a period.
  • Grocery-anchored real estate, however, is both recession-resistant and capable of hedging against inflation.
  • We present our two top picks in this asset type.
  • I do much more than just articles at High Yield Investor: Members get access to model portfolios, regular updates, a chat room, and more. Learn More »

Inflation, hyperinflation, stagflation. One hundred dollar and one hundred euro banknotes splatter on the falling red graph. The concept of inflation and crisis in Europe and the United States

SERSOL/iStock via Getty Images

Co-produced by Austin Rogers

The stagflationary environment currently at play in the U.S. economy makes it difficult for investors to know where best to allocate capital.

On the one hand, inflation is running hot with the Q1

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This article was written by

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Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded dividend stock research firms and running his own dividend investing YouTube channel. He is a Professional Engineer and Project Management Professional and holds a B.S. in Civil Engineering & Mathematics from the United States Military Academy at West Point and has a Masters in Engineering with a focus on applied mathematics and machine learning. Samuel leads the High Yield Investor investing group. Samuel teams up with Jussi Askola and Paul R. Drake where they focus on finding the right balance between safety, growth, yield, and value. High Yield Investor offers real-money core, retirement, and international portfolios. The services also features regular trade alerts, educational content, and an active chat room of like minded investors.

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Analyst’s Disclosure:I/we have a beneficial long position in the shares of BRX; WSR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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WSR--
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