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Inflation focus for equity fund

Comments (0) | 20 May 2011 | Rating Rating (-1 to +1): 0.0

| Print by Tim Human

IR magazine chats to Greg Woodard, senior strategist at Manning & Napier, which manages the Star Global Equity Inflation Focus fund

Inflation can mean very different things to different companies. For issuers with pricing power, for example, the higher input prices lead to expanding sales and fatter margins, but those without pricing power may find themselves uncomfortably squeezed.

Of course, rampant, broad-based inflation is no good to anyone. But that’s ...

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