Food for Thought
The winds have changed, and we have reset the sails in The Multi-Asset Investor, boosting commodities and reducing equity exposure.
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Venture: Soft Commodities
For the first time, Venture looks at agricultural commodity prices and selects the one most likely to perform during this oil shock.
Gold and Oil in the 1970s
These are times to think differently - investors should treat the 60/40 portfolio with caution.
Adding Commodities to the Portfolios
Over 30 years, stocks have beaten commodities fourfold. But when stockmarkets come under pressure, commodities provide a more reliable source of diversification and return.
Revisiting Crypto Equities
Since the last bull market began, it is remarkable how crypto stocks have beaten Bitcoin by 31%.
Cash Is King
Markets remain risky. The situation from earlier this year has changed. Since the war in Iran began, the only safe havens have been energy and cash.