Commodities: Friend or Foe?
February 23, 2010

By Henry H. McVey |

Given the outsized performance of commodities over the past decade relative to previous cycles, a key question emerges for investors: Is there still time to commit meaningful capital to the asset class? The answer, according to MSIM's Head of Global Macro and Asset Allocation, Henry H. McVey, is yes. In his latest article, Henry argues that commodities still deserve a place in a multi-asset strategic benchmark, due to their potential diversification benefits and inflation-hedge features.

To discuss the ideas presented in this paper, please contact your relationship manager or e-mail us at info@morganstanley.com.

 


Also available from MSIM Publications 

2010: Meaningful Mean Reversion

Managing Risk: Back to Basics

Inflation Outlook: On the Razor's Edge

For other MSIM publications and more information on our Thought Leadership series, please visit: www.morganstanley.com/im/leadership