Over the last few months, gold has made a new all-time high, oil appears to have bottomed, and a restart of the global economy could lead to a more robust demand for industrial metals like copper. Commodities often do better when investors experience or anticipate rising inflation. It may indeed be time to own commodities, but investors need to pay attention to how they get their exposure. An allocation to a generic commodity index can be very costly in terms of negative carry.
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