Inflation Is Rising Again. History Says These 2 Stocks Are Among the Smartest Places to Hide

Inflation has increased in 2026 compared to last year, largely due to soaring energy and oil prices, although it has cooled down somewhat over the past two months. Still, we don't know what tomorrow holds. Inflation may rise significantly once again in the coming months if geopolitical tensions persist. Investors need to be prepared, and one way to do so is to buy shares in companies that have historically performed well when prices rise significantly. Two stocks to consider along those lines are Vertex Pharmaceuticals (NASDAQ: VRTX) and Visa (NYSE: V). Here's why these companies are worth investing in right now.

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Vertex Pharmaceuticals, a biotech leader , offers products that are in high demand regardless of economic conditions. However, unlike most of its peers, the drugmaker has a virtual monopoly in its core therapeutic area. Vertex Pharmaceuticals markets the only drugs that target the underlying causes of cystic fibrosis (CF), a rare disease that causes thick, sticky mucus to accumulate in the lungs, leading to difficulty breathing.

Vertex Pharmaceuticals' dominance in this field grants it significant pricing power. Inflation may affect the company's business in various ways, such as higher costs. But Vertex's strong pricing power allows the company to offset that by raising prices without losing many customers, especially since patients need to take these medicines regularly or risk significant health problems.

Some investors continue to fear that Vertex will eventually face stiff competition in CF, eroding its pricing power. But so far, practically every attempt to challenge the company has failed. Recently, Sionna Therapeutics , a small-cap biotech with otherwise highly promising CF medicines in its pipeline, announced that one of its leading candidates flopped in a phase 2 clinical trial.

Meanwhile, Vertex's most important medicines won't lose patent exclusivity until the late 2030s. The company could continue to deliver consistent revenue from its CF business until then. It's also worth noting that Vertex Pharmaceuticals is expanding and diversifying its lineup. The company's approved portfolio now includes Casgevy, a gene-editing medicine for two rare blood disorders, and Journavx, a therapy for acute pain.