The New Inflation Playbook: Energy, Royalties & Income Strategies That Work in 2026

About this episode

This episode discusses investment strategies in an inflation-driven market and the challenges to traditional portfolio approaches in 2026.

In this episode of Talk Money To Me, Felicity Thomas and Candice Bourke break down how to invest in an inflation-driven market and why traditional portfolio strategies are being challenged in 2026. With energy shocks, persistent inflation, and changing central bank dynamics, investors are facing a very different environment to the past decade. The traditional balance between equities and bonds is no longer behaving as expected, prompting a shift in how portfolios are constructed. Drawing on insights from the latest Shaw and Partners Investment Perspectives , this episode takes a deep dive into the assets and strategies designed for today’s market conditions. 🎯 What we cover: 💰 Royalties explained – how investing in revenue streams (rather than profits) can provide income, diversification and potential inflation protection 📈 Inflation-linked bonds – how these assets adjust with rising prices to help preserve purchasing power and support defensive portfolio positioning ⚡ Energy as a macro driver – why both traditional and new energy sources are central to inflation, growth and market performance 🌍 Portfolio positioning in 2026 – moving beyond traditional frameworks and adapting…

People in this episode

Host: Felicity Thomas

Guest: Candice Bourke

Topics covered

• inflation-driven market
• investment strategies
• energy shocks
• portfolio construction
• royalties
• inflation-linked bonds

Keywords

• inflation
• investment
• energy
• portfolio
• royalties
• bonds
• market performance

Mentioned in this episode

Organizations: Shaw and Partners

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