I'm thinking about inflation hedges and I have a theory - I think Insurance companies (like Aviva) and asset managers (like Legal& General) should benefit, at least comparatively, to a rising inflationary environment - size of assets under management will increase (fee revenues rise), insured values should increase (premium revenues rise), interest rates will rise (investment margins will increase). But I can't find any historical correlations on the web yet, but this may just be a known fact. I'd be grateful to hear any thoughts. Full disclosure - I'm long as old boots in both. Happy hunting!

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