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Jacqueline Ricci
November 2, 2018
As we move to the final quarter of the year, the portfolio is overweight the late cycle resource sector. As discussed earlier, the summer slow down has run its course. Although there are worries, the supply and demand environment are healthy for commodity stocks and discounted valuations bode well for materials and energy. The following charts show the pull back in the commodities and potential positive set up for the next few quarters.
Our investment management team is made up of engaged thought leaders. Get their latest commentary and stay informed of their frequent media interviews, all delivered to your inbox.