“Commodities and real assets win as the global business cycle accelerates into a deglobalized, secularly inflationary regime, not a recession.”
“the shift from globalism and just-in-time inventory to protecting your natural resource sectors or what have you in this new deglobalized world is going to be secularly inflationary. And it can be also very positive for growth.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.