FAAR - Allocation Today: Think Scarce And Short
2024-05-15 16:00:00 ET
Summary
- Right now we're in the very difficult part of the inflation cycle.
- When you look at equities, we think the traditional value segments of the market are going to start to perform well.
- We think real assets are absolutely essential within your asset allocation.
Transcript
Hi, my name is Dave Schassler. I'm with the VanEck Multi-Asset Solutions Group. Today we're going to talk about a few different things. The first thing we're going to talk about is our macro theme. Then we're going to roll into our investment themes, and then we're going to talk about how that impacts every major asset class....
Allocation Today: Think Scarce And Short