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What are SmarterMarkets? Episode 1 | Jeff Currie, Goldman Sachs Global Head of Commodities Research
SmarterMarkets™
Are You Seeing the Other Half of That Happen, Iron Vestors Looking to Switch Into Commodities
Last year, Pai said low bondyields and high inflation would force asset managers to move into commodities as an inflation hedge. Now we've seen one half of that happen. We've seen inflation pick up meaningfully, and it feels sticky. Are you seeing the other side of that, iron vestors looking to switch into commodities in the kind of way you forecast last yearh?
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