Kurt Nelson, CEO and Founder, SummerHaven Index Management and Ryan Katz, National Sales Director, USCF Investments discuss the case for gold and copper in an inflationary environment.
What was once thought of as transitory inflation, may be here to stay, explains Nelson and Katz. The U.S. CPI surpassed 7% in 2021 and key macro-economic factors like heightened global supply and demand strains may indicate an enduring trend. Historically, investors have looked to commodities to hedge client portfolios against inflation and offer diversification in volatile markets. Nelson weighs in on the broad commodities landscape, how gold has stacked up against equities and bonds in the past, as well as the current investment opportunity in copper.
USCF Investments is a global asset manager focused on delivering efficient access to real assets and commodities to the advisor community. USCF provides exposure to single and broad commodity products, commodity futures exchange traded products and was to first to bring a copper exchange traded fund to market. USCFs product line-up includes:
The United States Copper Index Fund – The First Copper ETP (CPER)
USCG Gold Strategy Plus Income Fund (GLDX)
United States Commodity Index Fund (USCI)
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI)
To learn more, register & watch USCF’s webcast: The Case for Copper and Gold.
Like a planet-killing asteroid in the movie “Don’t Look Up!”, inflation is here and no longer transitory – avoiding the problem will not make it go away. Commodities, including gold and copper, offer helpful portfolio diversification should inflation remain persistent and higher than many of us thought possible just one year ago. We review macro-economic data to better understand the recent inflation spike that’s driven U.S. CPI over 7%, and how traditional stock and bond investments compare to commodities during periods of rising inflation.