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Expect the Unexpected: The Role of Commodities During Periods of Unexpected Inflation

October 30, 2023
Understandably, in high-inflation environments, investors often look for strategies to help protect their assets. Commonly owned assets like stocks and bonds may act as a buffer, but only in the event high inflation is expected. In periods of higher-than-expected inflation, on the other hand, history shows that commodities often outperform both. 
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Greg Liebl, CFA

Director, Investment Strategy

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Adam Swinney, CFA

Investment Strategist

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