- We expect 2021 to be a year of strong economic performance supported by large fiscal stimulus, loose monetary policy and the COVID-19 vaccine program.
- Commodities performed well during weak dollar periods - they generated a 11.5% return with a hit rate of 76%, meaning that their returns are positive 76% of the time, when the USD dropped 5% or more.
- As investors balance between risk and return in this environment, we believe commodities should be considered as an essential allocation in portfolios to hedge inflation and to position for an economic rebound.
For further details see:
Why We're Bullish On Commodities In 2021