The physical capital paradox: why the best performing asset class is the least owned

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Investors are ignoring the superior performance of commodities despite their critical role in the AI buildout, says Jeff Currie The best performing asset class of this decade is also the most under owned.

Since October 2020, when we first called for a decades-long super-cycle in commodities, the broad commodity indices like the S&P GSCI are https://www.cityam.com/the-physical-capital-paradox-why-the-best-performing-asset-class-is-the-least-owned/">[...]

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