Investor Strategy: Time for real assets?

This month’s investor strategy includes the usual market recap and market cycle plus a dive into real assets.

  • Market recap – defying the odds
  • Asset Allocation – market cycle
  • Real Assets:
    • Worth considering for 2020s?
    • Real Estate – less real than you think
    • Infra – a diverse basket
    • Precious – how it fits
    • Inflation protection bonds
    • Portfolio construction

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