Inside Active: Horizon’s Davolos on True Inflation Beneficiaries
Inflation investing is often associated with commodities and real assets, but benefiting from rising prices can depend as much on a company’s business model as the assets it owns. In...
By Mariam Traore · Bloomberg
Inflation investing is often associated with commodities and real assets, but benefiting from rising prices can depend as much on a company’s business model as the assets it owns. In this episode of Inside Active, host David Cohne, mutual-fund and active-management analyst at Bloomberg Intelligence, speaks with James Davolos, a portfolio manager of the Horizon Kinetics Inflation Beneficiaries ETF (INFL), about how he identifies businesses positioned to benefit from inflation. They discuss why ca