The world is transitioning from an era of commodity abundance to one of undersupply. We believe this shift may result in significant returns for commodities and resource producers over the next decade.
Hear from our Head of Real Assets Multi-Strategy and Portfolio Manager, Vince Childers, CFA, and Portfolio Manager, Tyler Rosenlicht, as they discuss the following topics:
• A market update and macro-outlook of real assets in 2024.
• Compelling valuations favoring real assets relative to broad equities.
• The new regime of secular stagflation favoring real assets as they have demonstrated a history of defending well in the past.