Although the recent inflation numbers are higher than what we have seen in quite sometime, I am puzzled by how some people are surprised by it. Many economists and posters here had predicted this increase due to all the money printing that took place during the pandemic. In some ways people have been warning about inflation since the end of the great recession. Regardless, the inflation has given me an opportunity to reassess my portfolio. Obviously, equities with no or low debt will be better off than those with higher debt to equity. Are any active investors making adjustments to the allocation or tilting their equity to certain sectors?