Systematic Global Macro Investing with GMO’s Martin Emery
Excess Returns
00:00
Alternatives to Stocks and Bonds?
I want to ask you about some alternatives to stocks and bonds. You know, one of the things a lot of people have been using recently is investing in commodities or investing in gold. So I'm wondering, how do you think about incorporating those types of things into a systematic global macro strategy? It's very hard to perhaps look at commodities as a long-term structural positioning than a portfolio. But again, what you do see, and we certainly see that during COVID and we certainlysee it now, is two commodities are actually somewhat related or quite similar, having an extraordinarily different return house.
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