Research and publications
Commodity Considerations in a New Fiscal World Order
This paper describes several reasons why commodities are likely to be an investment to seriously consider over the long term.
Commodity Considerations in a New Fiscal World Order (pdf)
Key points
- In a new fiscal world order of low yields and fiscal tightening, commodities can provide attractive returns, diversification and a potential hedge against inflation.
- While commodity valuations are no longer "cheap," rising marginal production costs, emerging market demands and longer-term financial flows can help support commodity prices.
- We see opportunities particularly in selective supply-constrained commodities, such as copper.
Questions
For further information contact your J.P. Morgan representative or email:
jpmam.info@jpmorgan.com