EEH - Reduced Equity Exposure Stickier Inflation - Market Strategy Weekly - September 24 2021

• Consumers are experiencing inflation at the pump and the grocery store while businesses are feeling pressure from supply chain bottlenecks and rising input costs. For investors, the best thing to do is to try to inoculate the portfolio against those higher inflation readings.
• The first pass is to try to manage for the volatility of inflation expectations. Over the longer term, equities are going to be a very good place to hide and to guard against higher levels of inflation.
• Strategas' Head of Portfolio Management Nicholas Bohnsack walks us through a recent shift in his team's equity allocation. With inflation sticking around and political headlines ramping up, he explains what was behind the timing of this move.

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