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David Blanchett, CFA: The Role of Commodities in Portfolio Allocation

Enterprising Investor
Enterprising Investor
Episode • Jul 1, 2024 • 26m

Tune in as David Blanchett, CFA, shares insights on his latest research on investment horizons, serial correlation, and better retirement portfolios. David discusses the impact of time and inflation on optimal portfolio construction and makes a case for including commodities in portfolios. Listen now to learn more about his findings and insights into retirement planning strategies. Read the full paper here: https://cfainst.is/4eW9BTp.

Enterprising Investor • David Blanchett, CFA: The Role of Commodities in Portfolio Allocation • Listen on Fountain