I don’t expect a handful of 0.5% rate hikes to return things to normal. So expect inflation to linger for a while… And that’s favorable for commodity prices, as they are one of the best-performing asset classes during inflationary times.
We can play the inflation trend with commodities. But I’m a lot more interested in the “change the world” mega trends I see unfolding. At the top of that list is the renewable energy revolution.
But electric vehicles [EVs] represent another enormous renewables opportunity.
The post Protection Now, Growth Later: EV Commodity ETF Plays Multiple Trends originally appeared at Money & Markets.