The Investment Community is Underinvested in Commodities

The slow growth, disinflationary economic environment subsequent to the Global Financial Crisis has left investors under-invested in inflation-sensitive asset classes such as commodities. However, as this Bloomberg article points out, the investment community is beginning to take note.Commodities provide several notable benefits to portfolios:Should perform well during an inflationary cycleShould perform well during periods of…

When Data Talks Out of Both Sides of Its Mouth

Imagine that you are a clinical physician recommending a promising new drug that has been shown to reduce the risk of heart attack in at-risk patients. At the end of the year, you ask one of your attending physicians to build an Excel sheet breaking down the efficacy of the drug in your patients. Your attending…