BofA says commodities are starting a bull run and should be the “40” in 60/40 portfolios
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 30 2024
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Should l Buy ?
Source: SeekingAlpha
Commodity Bull Market: Bank of America suggests a secular bull run in commodities is beginning, indicating that commodities may be a better alternative to bonds in a 60/40 investment portfolio due to inflationary pressures from various global factors.
Performance Comparison: Over the past four years, commodities have returned +116%, significantly outperforming the U.S. 30-year Treasury bond, which saw a 39% loss, highlighting the potential for strong returns in the commodities market despite current volatility.
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
