Brian Arcese, a portfolio manager at Foord Asset Management, advises investors to invest in commodities as a hedge against inflation, but warns them not to invest in assets that will fall once commodity prices are corrected, Zhitong Financial APP has learned.

Arcese, portfolio manager and equity analyst at Foord, said: "We hold commodity-oriented stocks and if commodity prices fall, there will not necessarily be a substantial correction in these stocks."

As part of this strategy, Arcese recommends investing in "the highest quality miners". He specifically pointed out that$McMoran Gold (FCX.US) $It is "one of the lowest cost copper producers in the world".

"Commodity prices in some regions may have exceeded their own expectations," Arcese said. As a result, the portfolio manager revealed that Ford has begun to cut back on some commodity-based investments. However, he said: "but we are still very willing to invest in many of these brands in the long term."

Among other personal recommendations, Arcese mentioned FMC (FMC.US), Nutrien (NTR.US), Pan American Silver (PAAS.US), Wheaton Precious Metals (WPM.US) and Livent (LTHM.US).

Judging from the overall economic situation, Arcese expects inflation to ease from its current level. However, he believes it will be "significantly higher than the level of the past 15 years".