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Real Assets - In Depth

A deeper analysis of investment trends and topics across asset classes and global markets.

July 22, 2021

John LaForge, Head of Real Asset Strategy

The new commodity super cycle bull

Key takeaways

  • After a decade of poor performance, we believe commodities look poised to outperform other assets (possibly for a decade or more).
  • Commodity prices tend 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 the bullish signs that we are seeing, and why super cycles matter.

Download the report (PDF)