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By Mike Allison


I know the horse is already dead, but I’m going to continue beating it. (PSA: No actual animals were harmed in the making of this metaphor.)


I found this week’s Chart quite interesting as we’ve been discussing the role of commodities in investor portfolios in recent editions of the Sunday Drive.


From the trough in the equity markets during the Great Financial Crisis in early 2009, commodities have never underperformed stocks to this degree in modern history.


However, commodities did underperform stocks for an extended period during the post-WWII decades. It’s possible that could occur again, but the global economy is in a very different situation now versus that period, demographically and otherwise. So I would suggest that history might not repeat that period. The global economy is much more dynamic and faster paced now.


I’ll reiterate what I’ve mentioned in the recent past. A strategic allocation to commodities as a part of a diversified portfolio, largely sourced from bonds, would be a prudent move for investors that should benefit those with patience and a long term investment horizon.


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