A Quant's Take on Inflation
What Goes Up
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Commodities and Real Assets - What Are You Telling Your Clients?
Commodities and real assets are, we've seen kind of a big run up in commodities and a bit of a retracement. But over the long run, there's a lot of research that shows that commodities do very well in this type of environment. The other thing that we see a lot of conversations about is downside protection. How do you build a strategy that can either hedge a tail risk, or just deliver most of the upside while limiting the downside? And there's a number of different solutions we offer in that area.
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