bullish

Political Risk and Investing: Seeking Opportunity Amidst Disruption

306 Views05 Jun 2023 10:07
SUMMARY
  • Frequent readers of our blog posts and research papers likely are well acquainted with our underlying philosophy that commodity prices alone do not provide a compelling rationale for investing in real asset businesses
  • Instead, as a result of decomposing the returns of individual real assets businesses, we have found that these stocks often exhibit a broader range of return drivers
  • One such driver is political risk.
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
chart-bar
Logo
Massif Capital Research
Providing investors with a balanced perspective
Massif Capital
Multi-AssetMacroeconomicsCommodities
  • Loading...
x