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Our tailor-made investment solutions are personalized to meet your specific objectives. Our mission is to offer our clients an exceptional wealth management experience. Customer satisfaction is our goal.
Our tailor-made investment solutions are personalized to meet your specific objectives. Our mission is to offer our clients an exceptional wealth management experience. Customer satisfaction is our goal.
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”.
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By Charles Marleau CIM® and William Mitchell CIM®
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By Charles Marleau CIM® and William Mitchell CIM®