Paul Bouchey, CFA, CIO of Parametric, quipped that investors should think about commodities now as “a 50% off sale.” While Bouchey doesn’t discuss why or when to invest in commodities, he does present an expedient guide on how to go about investing
Paul Bouchey, CFA, CIO of Parametric, quipped that investors should think about commodities now as “a 50% off sale.” While Bouchey doesn’t discuss why or when to invest in commodities, he does present an expedient guide on how to go about investing in commodities using 5 simple considerations:
- Commodities are not equities
- Indexes are subjective and concentrated
- Rebalancing is critical
- Don’t lever up the collateral
- Mind the roll