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What company / sector / fund will outperform in the event of recession / high CPI inflation? : UKInvesting

My opinion is unlikely to be widely shared, but I feel that governments have injected substantial amounts of money since financial crisis of 2008 and during this pandemic. I also believe there’s high inflation in premium sector (jewellery, designer goods, high fashion), much higher than CPI.

Assuming that CPI will catch up (as I doubt prices will go down), what company / sector / fund will outperform the rest?

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