A New Supercycle Bull Market for Commodities
Is it time to increase strategic exposure to commodities in multi-asset portfolios?
Edward L. Campbell, CFA, is a Managing Director and Co-Head of PGIM Quantitative Solutions’ Multi-Asset team. In this capacity, he is responsible for portfolio management, analysis, and economic and market valuation research, and strategic messaging. Ed also represents the firm through appearances in major media outlets, most notably as a regular guest on CNBC’s Squawk Box. Prior to joining PGIM Quantitative Solutions, Ed served as a Portfolio Manager and Senior Analyst for PGIM Investments’ Strategic Investment Research Group (SIRG). Previously, Ed was a Partner and Vice President at Trilogy Advisors. He earned a BS in economics and international business from the City University of New York and an MBA in finance, global business and organizational leadership from the New York University Stern School of Business.
Is it time to increase strategic exposure to commodities in multi-asset portfolios?
Rising risk of a global recession and possible policy mistakes by central banks mean the earnings landscape looks poised to change for the worse in 2023.
Central banks are laser-beam-focused on trying to stem inflation by aggressively hiking interest rates, even at the risk of creating substantial economic pain.