Inflation Is Back. So Is Growth.

Rising inflation, accelerating GDP growth, and strong earnings are creating a market environment that may look very different from the one investors faced earlier this year. Over the past few weeks, the market has started adjusting to a new reality.

Inflation is heating up again.

The latest Consumer Price Index showed prices rising faster than expected in April, while wholesale inflation came in even stronger. Energy prices surged, Treasury yields moved higher, and investors immediately began reassessing interest-rate expectations.

Normally, inflation data like this would create widespread concern across the market.

But something unusual is happening at the same time: Economic growth is accelerating too.

That combination—rising inflation alongside strong economic growth—is not something investors see very often.

And historically, it has tended to create very different market leadership than periods driven by slowing growth or recession fears.

Some sectors may benefit from this environment. Others may struggle with higher yields, rising costs, or changing investor expectations.

When earnings trends begin to separate parts of the market, many investors find it helpful to review how their portfolio is positioned.

It may raise questions like:

Are your holdings aligned with where earnings growth is actually occurring?
Are there areas of concentration that no longer reflect current market leadership?
Have recent trends created opportunities that weren’t as relevant just a few months ago?
Does your portfolio still reflect your long-term goals and comfort with risk?

The goal isn’t to react to short-term moves—it’s to understand how your portfolio fits within a changing environment.

What You’ll Receive with Your No-Obligation Portfolio Review:

A confidential, no-obligation portfolio consultation with Louis Navellier’s team. During this review, we’ll:

Analyze your current holdings
Evaluate sector and international exposure
Discuss how recent earnings, interest rate policy, and global trends could impact your portfolio
Recommend potential adjustments based on your goals and risk tolerance

Who Qualifies:

This opportunity is available for U.S.-based investors who:

Have a minimum of $250,000 in investable assets
Are able to share their portfolio for review and analysis
Want a deeper understanding of how current conditions could impact their long-term strategy

We look forward to speaking with you.

Get Started

About Louis Navellier

My name is Louis Navellier and I’m most widely known as an investment adviser and market analyst. Since 1980, I’ve been publishing my quantitative analysis on growth stocks and I’ve made it my life’s work to continuously refine and develop my analysis for investors like you.

My research and analysis have led to regular appearances on CNBC and Fox Business News and I am frequently quoted by MarketWatch and Bloomberg.

I also manage money for private and institutional clients through my money management company, Navellier & Associates, Inc.

Wealthy individuals and institutional investors want access to my 30+ years of quantitative research experience.

Our work with these professionals requires tight controls on investment risk and an exhaustive due diligence process.

The overall goal for our clients focuses on how to achieve steady, long-term returns in up and down markets.

At Navellier & Associates, our proprietary quantitative models are designed to balance stocks, mutual funds, and income-producing investments to maximize returns while controlling risk.

And today, I’m thrilled to give you the opportunity to put this same rigorous screening criteria and quantitative and fundamental analysis to work for your portfolio. For U.S.-based portfolios from $250,000 to $100+ million — my firm is here to help.