Commodities vs. the World and Why They're Still a Valuable Investment
The proliferation of unconventional technologies, such as fracking, has revolutionized the U.S. energy industry.
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Over the past several years, the role of commodities as an essential asset class for portfolio investors has been challenged. However, commodity performance can be explained within the context of business/macro cycles. Join this thought-provoking discussion as we look into the cyclical nature of what drives commodity returns and the factors that continue to make commodities a critical diversification tool within an investment portfolio.
- How do macro variables like inflation, the dollar and real interest rates affect commodities?
- How do business cycles affect commodities vs. equities and bonds?
- What is the future of portfolio opportunities for commodities?
