Natural Resources to Combat Inflation

Soaring commodity prices have helped drive inflation to 8.5%, by far the highest level in the last few decades. With commodity prices up and inflation creating waves, is it too late for investors to capitalize on high commodity prices? Have investors missed their chance to protect their portfolios from inflation?

 In this week’s highlight article, GMO Investments looks to provide answers to these questions as they highlight important short-term and long-term supply/demand dynamics across commodity markets, the clean energy transition’s impact and the surprisingly attractive opportunities that have arisen across natural resource equities as a long-term investment theme that has strong merits even in a lower inflation environment.

S&P 500 Performance

Following back-to-back weekly declines of over 5%, the S&P 500 gives investors some respite, closing out a strong week to finish the quarter. The chart below highlights just how rare of a phenomenon this is - with just 8 occurrences of back-to back weekly declines of 5%+ since 1970.

What Else We're Reading

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