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Special Report

Your Inflation Tool Kit

How to think about inflation, your money, and your investments.

Inflation has staged a comeback this year. Ongoing stimulus and pent-up post-COVID consumer demand initially stoked inflation; supply chain woes, labor shortages, and high energy prices have kept it running hot. How hot? In October, the CPI (which is based on a basket of products that include gasoline and healthcare) hit its highest point in more than 30 years.

While some observers consider inflation to be transitory, others disagree, arguing that the Federal Reserve will need to raise interest rates sooner rather than later to help curb inflation.

In this special report, Morningstar’s experts discuss how to think about inflation today, examine your own personal inflation rate, and safeguard against inflation’s corrosive effect on your investments.

2021 Inflation Forecast Heads Higher
Supply-side pressures are behind our increase for this year.

How to Protect Your Portfolio from Inflation
They have varying levels of effectiveness, but here are some ways to hedge inflation risk.

6 Inflation-Tough Stocks
We think these moaty companies will remain resilient in the face of inflation and ongoing supply chain challenges.

Investors Flock to Inflation Protection
Inflation-protected bonds are rallying as investors see price pressures sticking around.

What Are TIPS, and How Do They Help Protect Against Inflation?
A quick look at the benefits and risks of Treasury Inflation-Protected Securities, and the best way to invest in them.

For Inflation Protection, Commodities Belong in the 'Too Hard' Pile
On the pitfalls of defending against the slow, corrosive effects of inflation with an incredibly volatile asset.

Are Equity Managers Ready for Inflation?
How highly-rated active managers are positioning their portfolios today.

Retirees: How Inflation-Tough Is Your Portfolio and Plan?
Here's how to check.

How to Hedge Against Inflation
Morningstar FundInvestor editor Russ Kinnel describes some direct and indirect hedges for inflation protection.

Should You Be Worried About Inflation?
And how to make inflation "personal."

When Inflation Meets Your Financial Plan
With some planning and awareness, you can steer your retirement fund safely through times of inflation.

How Much Should You Worry About Inflation in Retirement?
Calculating a customized inflation rate is better than using a blunt measure like CPI.

When Higher Inflation Meets Your Withdrawal Rate
While few are predicting a 1970s-style inflation spiral, it's still worth thinking through how inflation could affect your plan.

How Retirees Should Think About Inflation in 2021
Here's what to do to defend your retirement portfolio against inflation over time.

Why You Should Still Care About Inflation
Inflation hasn't been much of an issue lately, but it's still a long-term threat.

Best TIPS for You
Advice for inflation protection.

Now's the Time to Consider These Inflation Protection Strategies
Diversified real asset can enhance a portfolio built for the long run.

The Best Inflation-Fighting Investments for Retirees
In-retirement portfolios should include a blend of inflation hedges and inflation beaters.

The Boy Who Cried Inflation
Persistent warnings about rising inflation have proved to be false alarms. Could this time be different?

The '-flations' in Finance
What is inflation, deflation, disinflation, and stagflation?

Cash as an Inflation Hedge
It fares surprisingly well, if the Federal Reserve obliges.