Jurrien Timmer
@TimmerFidelity
Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine.
加入 December 2014
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Commodities continue to be a successful diversifier, providing competitive returns and a negative correlation. They are in a sweet spot on the efficient frontier (which below is from the April 2025 “launching point”).
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