In history of the universal as man kind understand. The universe is inflating at all time and it is accelerating faster then ever. Due to political practicaily, it is really hard to also force all facing the problem directly, So from US to Europe all are emphasizing on pushing the problem to the future.
As money become smaller, as you can see from most developed countries interest rate today. All are closing to zero and this means cost of borrowing is so low that yet we still struggle to revise things everywhere. I am not sure when it will happen but re-adjusting our portfolio to asset oriented investment is important. Well of course it can be commodities but we always do not like it due to timing. What does it gives you while you holding it when timing is not right yet? But yet, we should have a portfolio with Gold together but not major.
E.g.
1. Property (only if good rental yield, dont go for speculation)
2. REITs (Potential Capital revaluation and stable yield across time)
3. Equities (that linked to commodities like Oil & Gas, agriculture)
4. Commodities (we still prefer Gold only)
5. Collection items (Something rare and may interest you)
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