Is your hair on fire yet? Inflation, commodities and how to prepare for the unexpected Inflation was not a concern for investors last decade, and in 2021 policy experts insisted that inflation was just “transitory”. Both stocks and bonds have declined at the same time in 2022, and this trend continued during Q3 2022. Practical professional experience with inflation may not be of much use unless financial careers were started in the early 1970’s, when rising commodity prices and weak economic growth produced “stagflation”. Commodities have historically performed well during such inflationary episodes, and we will review both the long-term history and recent market performance of traditional assets and inflation, highlighting the important role commodities can provide to diversified investment portfolios.
In this session, you'll learn: Challenges to portfolio diversification when using only stocks and bonds Perspective on the last major inflation episode during the 1970’s Benefits of commodities for diversified portfolios examining 150 years of history Reasons why the US Federal Reserve and economists no longer consider inflation to be “transitory” Fundamental sources of return in global commodity markets For Institutional Use Only. John Love is a Registered Representative of ALPS Distributors, Inc. ALPS Distributors, Inc., is not affiliated with SummerHaven Index Management, LLC and USCF Advisers, LLC Funds distributed by ALPS Distributors, Inc. CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. | 