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Quarter-End Insights

Our Outlook for the Market

As the risk of increasing inflation looms, the risk/reward opportunity in stocks does not signal a screaming buy to us at this point.

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  • Signs of inflation are unmistakable--and we don't think this is good news for the stock or bond market.
  • Many companies will struggle to pass along higher input prices, which means lower margins and/or substitution of alternative inputs.
  • We think "moaty" firms will weather any inflation better than companies without a competitive advantage.

Heather Brilliant does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.