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It's Not Too Late to Invest in Natural Resources and Commodities
Manage episode 367529207 series 3489092
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Last year was an excellent year for investing in natural resources and commodities. However, now after a challenging start to 2023 with a potential looming recession, we question whether the time has passed to reap the benefit of commodities.
WE Family Offices Managing Partner Michael Zeuner sat down with Director of Macro Investment Strategy Sam Sudame, CFA, CAIA, CFP, to offer a contrarian perspective into why our family office still sees opportunities to achieve returns by investing in commodities and natural resources.
Some of the topics Zeuner and Sudame specifically address include:
- The key tenets that guide WE’s long-term optimism in the commodities and natural resources space.
- Why commodities and natural resources have faced short-term headwinds in 2023 and how they will likely overcome them.
- The importance of utilizing a long-term investor mentality rather than a trading mentality with this asset class.
- Two ways to invest in commodities and natural resources, and the pros and cons to each method.
Throughout their conversation, Zeuner and Sudame emphasize that now may be an ideal time to take advantage of commodities’ short-term weakness to establish core positions in your portfolio.
If you have any questions about commodities, natural resources or how to implement them into your portfolio, please do not hesitate to contact us.
This episode was originally recorded in May 2023.
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