In the past two years, investors have been forced to grapple with economic volatility previously unseen in their lifetimes: record declines in economic activity, rapid acceleration in inflation, disintegration of global supply chains, and a reversal of a 40- year decline in interest rates. Many implications of this volatility still lie ahead, creating substantial uncertainty for those needing to invest and safeguard capital. This environment favours investments that are uncorrelated from GDP and which provide a reliable hedge against inflation.

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