Top-Down View: Real Assets Leading, Growth Waiting for a Cleaner “All Clear”
February 12, 2026 The headlines we’re seeing scream “late-cycle tension,” but the tape in thematic ETFs is more specific: investors are paying up for scarcity and hedges (metals, miners, broad natural resources) while keeping one eye on a potential pivot back to Growth if inflation cooperates and policy uncertainty stops leaking into margins. The push […]
Top-Down View: Real Assets Leading, Growth Waiting for a Cleaner “All Clear” Read More »