The New Inflation Playbook: Energy, Royalties & Income Strategies That Work in 2026
In this episode of Talk Money To Me, Felicity Thomas and Candice Bourke break down how to invest in an inflation-driven market and why traditional portfolio strategies are being challenged in 2026.
With energy shocks, persistent inflation, and changing central bank dynamics, investors are facing a very different environment to the past decade. The traditional balance between equities and bonds is no longer behaving as expected, prompting a shift in how portfolios are constructed.
Drawing on insights from the latest Shaw and Partners Investment Perspectives , this episode takes a deep dive…
The skinny
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