Issue 7 – Is a Commodities Supercycle in the Cards?

As discussed in last week’s edition, inflation has become a hot topic given its correlation to central bank interest rates policy. Renowned investor Jeremy Grantham recently made headlines by commenting that the world is in the “early stages of running out of raw materials” and that we’d better get used to “bottlenecks, shortages and price spikes”. Grantham further remarked that rising interest rates and inflation would leave “growth” equities vulnerable to correction while “value” stocks should be more attractive. According to Grantham, value “is about as cheap as it gets”.


Follow us on: LinkedIn

By Charles Marleau CIM® and William Mitchell CIM®

Continue Reading in PDF

By Charles Marleau CIM® and William Mitchell CIM®

All products and services of Palos Wealth Management Inc and Palos Management Inc. are only available for sale to residents of Canada, unless the laws of a foreign jurisdiction permit sales to its residents. The contents of this site should not be considered an offer to sell or a solicitation to buy products or services to any person in a jurisdiction where such offer or solicitation is considered unlawful.