The place of commodities in asset management

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The book explores the significance of commodities in today's economic landscape, highlighting their volatility and impact on global geopolitics, particularly regarding oil. It discusses the transformation of commodities into a distinct asset class, emphasizing their role amidst low interest rates and diminishing returns from traditional investments. By examining historical performance, the author argues for the growing importance of commodities in investment portfolios, showcasing their potential advantages in a changing financial environment.