Seven ETF companies were asked for their top inflation-fighter - here’s how they performed. Plus, Scotiabank stock becomes oversold

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A roundup of investment ideas for active investors

Last summer, I asked seven exchange-traded fund companies to highlight what they considered to be their. An early April check-in finds some big winners, some modest results and some misses.

The last normal year of inflation was March 2021, when the cost of living increased 2.2 per cent. Since then, the inflation rate steadily increased to 6.7 per cent in March. We haven’t seen inflation like this since the mid-1990s, which means an ideal laboratory for measuring the effectiveness of various assets in protecting against inflation.-: The clear winner here, and it’s not even close. Up 71.6 per cent in the past 12 months and 30.4 per cent in the past three months.

One more thought for protection from inflation, or at least the kind of inflation we’re seeing right now, is to invest directly in the S&P/TSX Composite Index or other broad Canadian equity ETF. The S&P/TSX Composite, with ample exposure to oil, metals and gold, delivered a total return of 20 per cent in the year to March 31 and almost 4 per cent in the previous three months.This is the Globe Investor newsletter, published three times each week.

 

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