Navigating Inflation and Investment Strategies

Charlotte Yonge manages the Trojan Ethical Fund and is assistant fund manager of the Trojan Fund and Personal Assets Trust.  We discuss the risks of higher inflation and ways to preserve and grow the real value of investors' capital.  We also explore ESG in a multi-asset context, and why Charlotte co-founded Girls Are INvestors (GAIN).

Show notes:

[0:59] Charlotte talks about how she got into the industry
[2:39] Recognising that emotions play an important role in investing
[4:34] Catching the investing bug 
[6:01] Inflationary risks are growing
[9:13] Balancing inflationary and disinflationary forces
[11:41] Are higher prices the cure for higher prices?
[13:49] The Fed is reactive rather than proactive
[14:46] Protecting against a broad range of potential inflationary outcomes
[17:35] The role of cash in an inflationary world
[20:08] Index-linked bonds
[22:22] The importance of common values
[25:30] How the portfolio has evolved
[28:07] Spaghetti mapping with Dr Pepper
[30:28] Payment networks
[33:39] ESG in a multi-asset context
[37:52] Engaging for positive change
[40:03] Girls Are INvestors (GAIN)
[44:18] Back yourself