INVESTING BEYOND INFLATION
Personal Finance|April 2022
Building offshore portfolios for the long term
SCOTT COOPER
INVESTING BEYOND INFLATION

THE ECONOMIC response by policy makers in developed countries to the coronavirus pandemic has been both swift, and of an unprecedented scale. This has enabled them to limit the damage to the global economy, and manufacture one of the fastest economic recoveries in decades.

The speed of the bounce-back can largely be attributed to the rapid rollout of vaccines; ultra-accommodative monetary policy; and unprecedented fiscal stimulus, which amounted to almost 20% of global GDP in 2020 and 2021.

Throughout the economic cycle, Marriott’s preference is to invest in high-quality dividend-paying companies with strong balance sheets, market leadership, brand strength, and pricing power enabling them to produce more reliable dividend growth for investors.

During 2021, it was the pricing power of these companies in particular that helped our equity-based portfolios produce double-digit returns, as well as above-average income yields.

This story is from the April 2022 edition of Personal Finance.

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This story is from the April 2022 edition of Personal Finance.

Start your 7-day Magzter GOLD free trial to access thousands of curated premium stories, and 8,500+ magazines and newspapers.

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