Should Commodities Still Be in Your Portfolio? a Post-Crisis Reckoning
Commodities: Markets, Performance, and Strategies
Editors: H. Kent Baker, Gregory Filbeck, Jeffrey H. Harris
ISBN: 9780190656010
Claudio Boido writes for asset managers asking a hard question in 2016: does the old commodities allocation playbook still work? Spoiler: the pitch changed, but commodities are not dead. The approach just needs to evolve.