July 22, 2021
John LaForge, Head of Real Asset Strategy
The new commodity super cycle bull
- After a decade of poor performance, we believe commodities look poised to outperform other assets (possibly for a decade or more).
- Commodity prices tend to move together over multi-year periods, called super cycles. We believe 2020 marked the start of a new bull super cycle.
- Today, we will discuss the bullish signs that we are seeing, and why super cycles matter.