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    Barron’s: How to Play the Commodities Rally

    Roland Morris, Portfolio Manager and Strategist
    Charl Malan, Senior Analyst
    Joe Foster, Portfolio Manager, Gold Strategy
    February 02, 2021
     

    Commodities appear set for an extended run, after 10 years of underperformance, according to Barron’s. In a recent article, Portfolio Manager and Commodities Strategist Roland Morris, Senior Analyst Charl Malan and Portfolio Manager Joe Foster offered their insights on the recovery in commodities prices and the supportive trends that may lead to a structural bull market for commodities.

    The current environment entails fiscal and monetary stimulus, potential dollar weakening, supply constraints and demand drivers. Companies today are generally better managed than a decade ago, with stronger balance sheets and capital discipline as well as more focus on shareholder returns. A move towards a “green economy” may also help boost renewable energy markets and demand for copper.

    After 10 Years of Underperformance, Commodities are Set to Boom. Here's How to Play the Rally After 10 Years of Underperformance, Commodities are Set to Boom. Here's How to Play the Rally

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  • Authored by

    Roland Morris
    Portfolio Manager and Strategist

    Charl Malan
    Senior Analyst

    Joe Foster
    Portfolio Manager, Gold Strategy

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