Protecting Your Portfolio from Inflation After the Fact

GMO
By June 23, 2022 10:18

Protecting Your Portfolio from Inflation After the Fact

Soaring commodity prices have helped drive inflation to 8.5%, by far the highest level in the last few decades. With commodity prices up and inflation creating waves, is it too late for investors to capitalize on high commodity prices? Have investors missed their chance to protect their portfolios from inflation? Historically, resource equities have provided stellar performance during inflationary periods,1 and this time has been no different. Resource equities have been the best performing asset class over the last 2 years yet continue to trade at extremely attractive levels that don’t reflect current commodity prices. Let’s consider some of the important dynamics in commodity markets and then turn to the surprisingly attractive opportunities in the resources sector.

GMO
By June 23, 2022 10:18

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