- While stronger demand has fueled a sustained commodity price rally since the doldrums of the pandemic in 2020, the news of Russia’s invasion of Ukraine sent commodity prices soaring to new highs.
- Natural resources have outperformed the broader market since March 2020, driven by improving demand and inflationary pressures.
- A barbell approach to a natural resources allocation in a broad equity portfolio could be an interesting way for investors to gain more meaningful exposure to sectors that are better-positioned for today’s inflationary environment.
For further details see:
Natural Resources: Rich With Inflation-Hedging Properties