Tag Archives: real assets
What a Portfolio Might Look Like After Adding a Pinch of Real Assets
In December 2015, S&P Dow Jones Indices launched the S&P Real Assets Index, the first index of its kind, which is designed to measure global property, infrastructure, commodities, and inflation-linked bonds, using liquid and investable component indices that track public equities, fixed income, and futures. The S&P Real Assets Index includes global infrastructure (35%), property…
- Categories Commodities, Fixed Income
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When Diversification Fails
It has been the worst start in history for both stocks and commodities, and while rare, it is no accident. Fundamentally, this environment is the worst ever. It is like the demand crisis of 2008-9 combined with the supply war of 1985-6 – WITH a strong dollar. The oil drop from the peak in June 2014 is…
- Categories Commodities, Equities, Fixed Income
- Other Tags
- Categories
- Commodities, Equities, Fixed Income
- Other Tags

