Last week, we teamed up with VanEck (Mr Roland Morris Jr., Portfolio Manager & Strategist at VanEck) for a webinar to explore inflation, and discuss how commodities (gold, energy, agriculture) and certain sectors (Consumer Staples, Financials etc.) behave in an inflationary environment.  Here’s a quick recap:  Inflation is at the highest level in nearly 40 years VanEck is of the view that the Federal Reserve may not be well-positioned to fight inflation. This is largely due to high debt-to-GDP levels in the US, which makes it difficult to significantly raise rates. In the last attempt to raise rates in 2016, the Fed was only able to reach 2.5%.  Image credit: VanEck How can investors position their portfolios? Real assets such as gold and commodities have historically performed well in an inflationary environment, outperforming stocks and bonds when inflation is elevated in the short...