David Rosenberg: Commodities in your asset mix will boost returns in all economic seasons

Owing to those reasons, there is no single year going back to 1974 when all three asset classes simultaneously ended the year in red. That is very interesting and underscores the need to limit concentrated bets and focus on diversification at all times.

To understand how portfolios with and without commodities behave during different economic phases, we ran iterations on the classic 60/40 equity/bond portfolio and 50/25/25 equity/bond/commodities portfolio. The results weren’t surprising. Getting commodities in the mix means better returns across most economic phases.

Canada Canada Latest News, Canada Canada Headlines

Similar News:You can also read news stories similar to this one that we have collected from other news sources.

US Energy Exports on Agenda for G-7 Meeting, McCarthy SaysHouse Speaker Kevin McCarthy said he plans to promote US natural gas exports at a meeting with his Group of Seven counterparts in Japan.
Source: BNNBloomberg - 🏆 83. / 50 Read more »

Moratorium on green energy development is unforgivable: Tom McElroyThe Hill Times
Source: TheHillTimes - 🏆 11. / 79 Read more »

S.Korea LG Energy Solution mandates banks for dollar green bond dealBy Scott Murdoch and Hyunsu Yim Sydney (Reuters) -South Korea's LG Energy Solution has mandated investment banks to work on a potential dollar-denominated ...
Source: SaltWire Network - 🏆 45. / 63 Read more »

High Energy Bills Force German Industry to Eye Production AbroadGerman businesses are increasingly curbing investments and eyeing production abroad amid high energy prices at home.
Source: BNNBloomberg - 🏆 83. / 50 Read more »

Opinion: At TC Energy, execution eats strategy for breakfastTC Energy’s has invested $14.5-billion so far to its transition strategy of moving natural gas across Northern British Columbia on its Coastal GasLink pipeline
Source: globeandmail - 🏆 5. / 92 Read more »

Biden’s Energy Department Is Now Coming for Our Ceiling FansThe Republican-led House Small Business Committee wrote to the Department warn the new rules could put 10-30 percent of manufacturers out of business.
Source: LegInsurrection - 🏆 3. / 95 Read more »