As active, thematic model strategists, our allocation decisions are not constrained by the same rigid rules as traditional models, like a 60/40. Instead, pursuant to our proprietary macro perspective and convictions in our theses and themes, we sometimes introduce new allocations and exit others, while also rebalancing among existing sleeves.
Investors Need a Commodities Allocation
We believe that commodities warrant renewed attention at the portfolio level. We have held this belief for a number of quarters, given growing signs that the macroeconomic regime that suppressed real asset valuations for much of the past decade is shifting. Unfortunately, the pressures from the war in the Middle East and broader intensification of geopolitical risks only serve to deepen our conviction. While the markets are understandably focused on the direct energy shock, we believe that global monetary system reverberations should not be underestimated.
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379 Thornall Street, 6th Floor
Edison, NJ 08837
(848) 248-4405