(Harvest) With the global economy moving into its late-cycle stages, we think it’s a good time to bolster portfolio inflation protection by embracing several recently unloved investments—including natural resources and commodities.
The thought of adding inflation protection in this way may seem a bit controversial. After all, real assets have struggled mightily over the past several years, as commodities and the stocks of natural-resource producers have suffered from over investment and persistent oversupply. But today, the winds may be shifting, and commodity and commodity-linked investments seem poised for a rebound.
