In this two part series, we run through how rising costs impact companies and consumers, and how this will impact investors and investments. We forecast businesses will not be able to meet investor expectations in upcoming earnings seasons in the US and Australia, and what investors should do with their portfolio and investments, including exploring the merits and disadvantages of tactical allocations to cash during downturns.

To submit any questions or feedback, please email

mark.lamonica1@morningstar.com or leave us a voicemail to feature on the

podcast here: https://www.speakpipe.com/Investing_Compass

Join the waitlist for our conference: https://go.morningstar.com.au/miic

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website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215

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Audio Producer and mixer: William Ton – www.willton.me 

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