Why Inflation and Interest Rates Matter Far Less Than You Think in Investing.

Sensational Financial Headlines.

Zooming out

A Little Context on Inflation.

Not all Inflation is Even, and the Same.

Source: The Economist

Stocks beat inflation.

Source: YCharts
Source: J.P. Morgan Guide to the Markets 1Q 2022 (as of 31 Jan 2022)

Moving on to Interest Rates

Source: J.P. Morgan Guide to the Markets 1Q 2022 (as of 31 Dec 2021)

Interest Rates and Stock Prices

Source: Dobromir Dikov
Source: Dobromir Dikov
Source: J.P. Morgan Guide to the Markets 1Q 2022 (as of 31 Jan 2022)
Source: J.P. Morgan Guide to the Markets 1Q 2022 (as of 31 Jan 2022)
Source: Deutsche Bank

Why Interest Rate Movements don’t bother us?

Source: Morgan Stanley

In Closing

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Eugene Ng

Eugene Ng

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Author | Investor | Founder & CIO Vision Capital | Investing in businesses that reflect our best vision for our future