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Behind The Markets Podcast: Nitesh Shah & Aneeka Gupta

Behind the Markets Podcast

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Commodities in a Portfolio?

Commodities tend to be one of the you know a very strong inflation hedge But more interestingly we've seen that whenever we have these unexpected and surprise jumps in inflation That's when commodities have an exceptionally strong performance. And I think an allocation to gold is very interesting because when we do get these events of high geopolitical risk you know You have We could dollar that's when you start to see those flows actually coming into Gold.

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