Ohm Research: Commodities are The Boss
Commodities are the best performing asset class year to date and as the “boss” are influencing equity sector selection, bond yields and currency values. Jay lays out why this is just the beginning, how the ESG focus will elongate the commodity cycle and discusses how physical price pressures can be offset in a “digitalization of everything” economy. Jay also discusses how he has added to Commodity exposure in TPW Advisory’s global, multi asset Model Portfolio.