EPISODE · Jul 23, 2026 · 13 MIN
Top of the Morning: Commodities - From investment rationale to portfolio reality
As investor interest in commodities has reached a multi-year high, Asset Allocation Strategist, Ian Spencer, joins to review commodity basics, evaluates various investment rationales for adding commodities to a portfolio, explores portfolio construction considerations including allocation size and funding approaches, and summarizes investment recommendations. Host: Daniel Cassidy
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Top of the Morning: Commodities - From investment rationale to portfolio reality
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