THE CAPITAL OBSERVER
July 2017 - published on 28th July 2017
August 2017 - Available !
“Comparing recent prices with their very long-term averages (most commodities are trading well below their average prices over the last 10 years) and choosing exposure to a broad range of markets, seeking diversification into and within commodities, that is a long-term measure of value that should put you on the right side of the trade,”
Scott E. Wolle, Chief investment officer for global asset allocation at Invesco
“The stock market as a whole looks expensive to us but commodity stocks look like they’re trading at a bit of a discount, relative to where they have traded historically, and there’s a diversification benefit.”
Matt Kadnar, asset allocation specialist for GMO