Variant Perceptions: the next commodity supercycle

Research house Variant Perceptions writes:

We are on the cusp of a new commodity supercycle. 
There are 3 big secular drivers of this supercycle:
a) The long era of monetary-policy dominance is over, leading to a heightening of inflation risks not seen since the 1960s
b) Investors are deeply underweight and will need real assets such as commodities as a hedge against inflation
c) Commodities are generationally cheap, both compared to themselves and to other …

The post Variant Perceptions: the next commodity supercycle appeared first on The Loadstar.

Source: The Loadstar

Be the first to comment on "Variant Perceptions: the next commodity supercycle"

Geef een reactie

Het e-mailadres wordt niet gepubliceerd. Vereiste velden zijn gemarkeerd met *