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.)

Investing is by no means easy in today's uncertain economy. That's why we've published "Top Sectors of 2012" -- our guide to three favorable industries. This free report will be dispatched immediately to your inbox.

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