Don Coxe: Commodity Super-Cycle Still In Its Early Stages
Remain overweight the agricultural stocks within commodity equity portfolios
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Jim welcomes Don Coxe of Coxe Advisors LLP to discuss the Commodity Super-Cycle. Don believes that because most commodities are no longer priced primarily by Europe and North America, they are less risky than conventional Wall Street economists understand. Don strongly feels that investors need to invest where the demand is, and will be, for coming decades. That means economies whose consumption of commodities per unit of GDP is still far higher than ours. Since 1998, Don has advised clients to "invest in companies which produce what China needs to buy."
From his office in Chicago, Don heads up the Global Commodity Strategy investment management team – a collaboration of Coxe Advisors and Harris Investments – to create and market commodity-oriented solutions for investors. He is advisor to the Coxe Commodity Strategy Fund and the Coxe Global Agribusiness Income Fund in Canada, and the Virtus Global Commodity Stock fund in the US.
About James J Puplava CFP
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