March 30, 2023
John LaForge, Head of Real Asset Strategy
Mason Mendez, Investment Strategy Analyst
The commodity bull super-cycle
Why super-cycles matter, what we are seeing next, and what it means for investors
Key takeaways
- On March 20, 2020, a new commodity bull super-cycle was born. Commodities have since outperformed most assets, and we suspect they should for years to come.
- Commodity prices have generally tended to move together over multi-year periods, called super-cycles. We believe 2020 marked the start of a new bull super-cycle.
- Today, we will discuss what we are seeing, and why we believe super-cycles should matter to investors.