Investor Strategy - Commodity Supercycle Unlikely

In this month’s investor strategy we tackled the debate as to whether or not the recent spike in commodity prices is the early innings of a commodity supercycle.

  • Market recap – True North strong & free
  • Asset Allocation – Market cycle & positioning
  • Fixed Income – GICs better than ST bonds
  • Are we in a supercycle?
    • A not so ‘super’ cycle
    • Transitioning to a green economy
  • Portfolio Construction – Positioned for eco rebound

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