CMDY - How Commodities Can Play An Increasingly Important Role In Portfolio Diversification

• Anyone with a commitment to commodities over the past few decades of prominent disinflationary forces has endured considerable pain.
• In this blog, we attempt to make the case that something that lost over 12% a year on average for more than a decade could play an interesting role in an investor's portfolio.
• Given the rate environment and the potential for reflation, a larger fixed income allocation can be offset by more commodity exposure.
• Commodities had a challenging bear market up until recently, but they will certainly prove useful if inflation concerns are present due to monetary and fiscal policy stimulus.

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