Take advantage while you can

In real terms commodities are considerably below their inflation-adjusted highs, so now is the time to take advantage of the yields and diversification these assets can offer

Any asset class that can deliver compelling advantages in portfolio planning deserves attention. In fact, any such asset class demands use. But, for many private client advisers, commodities can cause a degree of consternation. Some prefer to leave commodities in left-field, as an aspect of portfolio construction that requires specialist knowledge or suitable clients. Others recall the protracted back end of the last commodity cycle and may have lingering memories of an asset class that can confound expectations. The good news, however, is commodities are becoming a more widely-viewed and u...