纽约（美国有线电视新闻网商业）没有头脑正常的人喜欢为东西支付更高的价格。但是，如果您是投资者，则有一种方法可以从通货膨胀趋势中获利——也许是时候开始相应地调整您的投资组合了。
可口可乐 (KO) 和百事可乐 (PEP) 等必需消费品巨头可以从价格上涨中受益——只要它们能够将部分成本转嫁给客户。这就是一些公司正在做的事情。
例如，生产包括 Jif 花生酱和 Folgers 咖啡在内的各种产品的 J.M. Smucker 一直在提高价格。这似乎并没有损害需求或股票。 Smucker (SJM) 股价周二上涨超过 5%，此前该公司公布的收益和销售额均超过预期。
Smucker 首席财务官 Tucker Marshall 在电话会议上指出，该公司已经能够以更高的价格抵消咖啡和运输成本的增加。
甚至一些零售商发现他们可以提高价格以抵消更高的成本，并且不会在此过程中疏远客户。
周二下午公布强劲收益和销售额的服装公司 Guess (GES) 表示，它正在通过减少商店折扣来控制棉花价格的上涨。受此消息影响，Guess 股价周三飙升近 15%。
“我们在减少促销活动方面做了很多工作，”Guess 首席执行官卡洛斯·阿尔贝里尼 (Carlos Alberini) 在与分析师的电话会议上说。 “我们还提高了价格，而且我们非常有战略性地做到了这一点。”
更高的通胀水平——以及随之而来的长期利率上升和大宗商品价格飙升——也提振了银行、原材料公司和能源股。
事实上，基金经理 Horizon Kinetics 在今年早些时候推出了一个通胀受益人 ETF，该 ETF 对金融服务和大宗商品行业有很大的敞口。
最大的持股包括私人土地所有者德克萨斯太平洋公司 (TPL)、纽约证券交易所母公司洲际交易所 (ICE) 和食品巨头阿彻丹尼尔斯米德兰 (ADM)。
自 1 月中旬开始交易以来，该基金上涨了 26%，优于同期的道琼斯指数、标准普尔 500 指数和纳斯达克指数。
但股票并不是投资者从通胀中获利的唯一途径。
富国银行投资研究所的分析师在本周的一份报告中指出，黄金、石油和农产品等大宗商品——被视为实物资产，或那些你可以看到、触摸和品尝到的商品——在一段时间内大幅超越大盘1970 年代、1980 年代末和 2000 年代初的高通胀。那可能会再次发生。
分析师表示：“通常，实际资产价格上涨首先是助长通胀的因素，因此我们相信投资于这些资产可以自然地对冲我们日常生活中不断上涨的成本。”
Inflation isn't going away. Here's how to make money from it
New York (CNN Business)Nobody in their right mind likes to pay higher prices for stuff. But if you're an investor, there is a way to profit from inflationary trends — and it might be time to start adjusting your portfolio accordingly.
Consumer staples giants like Coca-Cola (KO) and Pepsi (PEP) can benefit from rising prices — as long as they are able to pass on some of those costs to customers. And that's what some companies are doing.
J.M. Smucker, which makes a wide range of products including Jif peanut butter and Folgers coffee, has been raising prices, for example. And that has not appeared to hurt demand, or the stock. Shares of Smucker (SJM) rose more than 5% Tuesday after the company reported earnings and sales that topped forecasts.
Smucker chief financial officer Tucker Marshall noted during a conference call that the company has been able to offset increased costs for coffee and transportation with higher prices.
Even some retailers are finding they can raise prices to offset higher costs and not alienate customers in the process.
Apparel company Guess (GES), which reported strong earnings and sales Tuesday afternoon, said that it is managing rising cotton prices by cutting down on discounts in its stores. Guess shares surged nearly 15% Wednesday on the news.
"We have done a lot to reduce promotional activity," said Guess CEO Carlos Alberini, during a conference call with analysts. "We have also increased prices, and we have done this very strategically."
A higher level of inflation — and the rising long-term interest rates and spiking commodity prices that are accompanying it — are also boosting banks, raw materials companies and energy stocks.
In fact, fund manager Horizon Kinetics launched an Inflation Beneficiaries ETF earlier this year that has big exposure to the financial services and commodities sectors.
Top holdings include private land owner Texas Pacific (TPL), New York Stock Exchange parent company Intercontinental Exchange (ICE) and food giant Archer Daniels Midland (ADM).
The fund is up 26% since it began trading in mid-January, better than the Dow, S&P 500 and Nasdaq during the same time frame.
But stocks aren't the only way for investors to profit from inflation.
Analysts at the Wells Fargo Investment Institute pointed out in a report this week that commodities such as gold, oil and agricultural products — considered real assets, or those you can see, touch and taste — have outshone the broader market by a wide margin during periods of high inflation in the 1970s, late 1980s and early 2000s. That could happen again.
"Oftentimes, real asset price increases are what fuels inflation in the first place," the analysts said, "so we believe investing in these assets can work as a natural hedge against rising costs in our everyday lives."
