From this author
While the Last Round in the Inflation Fight Might Be the Hardest, Don’t Expect Gold to Outperform
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
March 4, 2024
Read why we think it makes sense to prepare for bouts of unexpected inflation by including a modest allocation to diversified commodities in a resilient core portfolio.
2024 Commodity Outlook: Peak Rates and Inflation Give Way to a Sustainable Future
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
January 8, 2024
Read why we think commodities belong in a well-diversified portfolio, even after interest rates and inflation have peaked.
Stocks, Bonds, Cash, Commodities: Rethinking the Typical Core Portfolio
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
October 25, 2023
Many investors don’t think much about including commodities in their portfolio. Read why it can be an important tool for resiliency and diversification.
Commodity Investing Is More Than Just China’s Story
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
July 14, 2023
The next commodity supercycle could be bigger than any one country—even the world’s second-largest. See which themes may be responsible.
Investigating the Inverse Relationship Between Commodities and the US Dollar
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
May 8, 2023
Read about why the typical relationship between the US dollar and commodity prices has changed.
Why Investors Should Look Beyond Indexes for Commodity Exposure
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
January 4, 2023
Can commodities help in times of high inflation?
Untangling Contango in Commodity Portfolios
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
October 11, 2022
Commodities investors would be wise to ride out a period of contango rather than focus too much on the future they think it predicts.
Fighting Fire: How Commodities Help Beat Back the Flames of Inflation
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
June 28, 2022
Can commodities help in times of high inflation?