LONDON -- Inflation was recorded at 2.8% in May in the U.K. Meanwhile, in the U.S., inflation dipped from April to May, settling in at 1.7%. So, what's an investor to do?

The real, inflation-adjusted rates of return from many fixed-rate accounts are either negative or barely positive. Which is why, of course, a lot of people are turning to shares. In today's video, David Kuo discusses two companies that could provide some much-needed portfolio protection for investors concerned with inflation. (Run time: 2:26.)