| Many believe it's important to have portfolio exposure to a basket of commodity ETFs. Why? Commodity markets often feature noncorrelated performance with conventional portfolios. But, this relationship has changed with easy money policies begun in 2008 which, away from most bond markets, has allowed most assets, including commodities, to trend in the same direction, becoming highly correlated.
These policies have also have caused a decline in the dollar. Since most commodities are priced in dollars, this puts upward pressure on prices which can become inflationary...............................................Full Article: Source
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