Alternatives in a higher rate, slower growth world
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Commodity Allocation
Commodities have the top performing asaclass on a year to date basis, by a long run. Is it now too late to get in? And how should longterm investers think about allocation to commodities? I do believe that when the dust settles, commodity prices will be at higher levels than what was observed prior to the pandemic. But we do believe that over time, commodities are also an effective hedge against inflation.
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