抗通脹該買什麼？這些被低估的資產或將表現出色
週二，美國公佈的消費者價格指數優於預期，但未能支撐大盤，這可能表明投資者正在尋找通脹對衝工具。
儘管美國8月份消費者價格指數增幅低於預期，但道瓊斯工業平均指數、標普500指數和納斯達克綜合指數在週二均收跌。
New Street Advisors Group首席執行官兼創始人Delano Saporu週二在接受採訪時表示，在通脹溫和上升的時期，金融類股可能可以提供抗通脹保護，因爲其運營成本基本上是固定的。
在這個領域中，Saporu首選是摩根大通(JPM.US)，因爲該公司的“貸款規模龐大”、投資銀行實力雄厚，並且在過去幾個月的估值低於正常水平。
Saporu表示：“這是一家在全球投行業務中領先的公司。如果你關注過去三個月債券收益率下降時該股的交易價格，這可能爲喜歡這隻股的投資者以更有利的價格買入帶來機會。”
另外，如果通脹大幅上升，Saporu建議將加密貨幣作爲價值儲存工具。
“對投資者而言，加密貨幣是一個很好的對衝工具。這是我一直在爲我自己和客戶的投資組合增加的資產。自7月份以來，我們看到了加密貨幣的小幅上漲，以及一些積極的消息。”
而在Joule Financial首席投資官Quint Tatro看來，黃金則是另外一種更爲傳統的價值存儲工具。
Tatro在同一次採訪中表示：“你可能會認爲，在CPI異常高企期間，傳統上作爲通脹對衝工具的黃金會上漲，但這種情況還未出現。”
Tatro指出，儘管部分如汽車和交通運輸等服務項價格上漲可能是暫時的，但日常商品和服務成本的上漲大概率會持續更長時間。
他表示：“我們認爲這種情況短期內不會消失，而黃金最終將迎頭趕上。”
對此，Tatro推薦全球最大的金礦商紐曼礦業(NEM.US)。
Tatro稱：“紐曼礦業擁有令人難以置信的資產負債表。該股確實是黃金的代表，如果我們的預測正確，該股應該與金價步調一致。”Tatro還補充道，他的公司已經買入了紐曼礦業的股票，以應對週二的CPI數據。
“我認爲該股會表現很好，”他表示，“我相信，如果核心通脹率繼續上升，該股將隨着黃金繼續上漲。”
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