Already have an account? log in
This article is FREE for you
Create a free account and join institutional investors, analysts and strategists from the world's largest banks
By submitting your email address you agree to receive communication by email
We’re Witnessing Commodities’ ‘TINA-Moment,’ Goldman Says
When it comes to hedging macro risks, there is no alternative. To commodities.
That's one message f
OR, subscribe now for unlimited access
By submitting your email address you agree to receive communication by email
By submitting your email address you agree to receive communication by email
Given many investors have missed out on commodities exposure, it’s knowing whether it’s still worth shifting ones portfolio exposure. Gold will not do well with real rates rising, copper supply will increase and put a recession in the mix and we could be at the top.
I agree with the premise of this article…years / decade of low prices and subsequent underinvestment should result in “prolonged scarcity,” thereby keeping prices elevated, the question to be answered is … how high…? … I’m currently OW in my commodities piece of the overall investment pie, albeit with usual trepidation…