A chat on Hard Assets

SOP Advisors inaugural webinar “Stuff Over Paper” explores the rapidly shifting dynamics surrounding the commodity/natural resource sectors. Secular changes in Interest Rates, Inflation and the Dollar will make the traditional 60/40 portfolio obsolete. Increasingly, proactive portfolio managers will find that commodity/hard asset allocations provide the utility that fixed income no longer provides.

Additionally, geopolitical factors such as the fracturing of the global economy between East and West will exacerbate the ongoing battle for key strategic resources. We see evidence of this in the daily headlines as the U.S. aggressively seeks to play catch up.

Watch the replay to gain insight into how to position your portfolio to take advantage of this multi-decade shift.

Stay tuned- more live webinars are coming soon on AI, and the implications for commodities behind the massive tech CAPEX spending. Subscribe to receive future invitations and exclusive market insight.