IN FOCUS6-8 min read

Commodities: a structural allocation for the next decade?

Our analysis shows that commodities are a better hedge than bonds in inflationary environments, and multi-asset investors should re-consider commodities as a strategic holding in portfolios.

05-16-2023
Commodities in multi-asset

Authors

Oliver Taylor, CFA
Multi-Asset Fund Manager
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Joven Lee
Multi-asset Strategist
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Commodities allocation
Commodities allocation
Commodities allocation
Commodities allocation
Commodities allocation
Commodities allocation
Commodities allocation
Commodities allocation
Commodities allocation
Commodities allocation
Commodities allocation
Commodities allocation

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Important information

The views and opinions contained herein are those of Schroders’ investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.’s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.

Authors

Oliver Taylor, CFA
Multi-Asset Fund Manager
See all articles
Joven Lee
Multi-asset Strategist
See all articles

Topics

Commodities
Multi-Asset
Asset Allocation
Market views
Global
Inflation
Regime shift
3D Reset
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