August 2023 / VIDEO

Leaning Into Real Assets

Our Asset Allocation Committee recently added to real assets equities, given attractive valuations and improving fundamentals

Timothy C. Murray, Capital Markets Strategist

Although equities have rallied so far in 2023—supported by falling inflation and improving economic growth expectations in the US—commodity prices have lagged. Given attractive valuations for commodity-related assets and improving fundamentals, our Asset Allocation Committee recently added to real assets equities. 

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