The Future of Commodity ETFs

Themes were really big back in the low rate era, you know, like arc and innovation. Now everything's flipped. So natural resources doing well because they are full of values stocks. But it does seem like the thematic play tends to be more with growth. In three years, what percentage of your portfolio will be in thematic ETFs in the US about 43% say over 11%. That seems a little high for me.

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