- Unprecedented monetary and fiscal policy over the last decade has helped support several of the fastest economic recoveries on record in the U.S.
- We believe investors anticipating the possibility of an increase in inflation or global growth should seek to maintain or add exposure to natural resource equities and commodities.
- Historically, economic expansion has increased the demand and need for raw materials, led to supply constraints among producers and, in many cases, ultimately contributed to higher prices for these assets.
For further details see:
All Things Reconsidered In The Inflation Debate