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The case for commodities

John Baron backs an unpopular sector and explains portfolio changes during the second quarter
The case for commodities

Market volatility is presenting some interesting opportunities – the commodities sector key among them. It has not escaped the market correction in part because its fortunes are associated with those of the global economy. However, there are specific factors at play that suggest the sector will bounce back faster than the market is expecting. Having introduced exposure across portfolios during the first quarter (Q1), changes during Q2 included adding further exposure.

 

A counter-intuitive call

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