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Commodities represent an investment opportunity that is quite different from the more traditional asset classes such as equities and bonds, but one that is arguably not as well understood, and often quite difficult to access. Considering the current global inflation backdrop, as well as the synchronicity of traditional asset class performance, now is a good time to look for sources of uncorrelated risk-adjusted returns, such as those offered by a diversified basket of commodity exposures.
By Nerina Visser, CFACommodities represent an investment opportunity that is quite different from the more traditional asset classes such as equities and bonds, but one that is arguably not as well understood, and often quite difficult to access. Considering the current global inflation backdrop, as well as the synchronicity of traditional asset class performance, now is a good time to look for sources of uncorrelated risk-adjusted returns, such as those offered by a diversified basket of commodity exposures.

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