Northwestern's Schutte Says Investors Should 'Own Some Commodities'

Brent Schutte says investors have "bid back up the markets" and rotated back into old favorites, signaling a rebound in risk appetite and crowded positioning. He also recommends owning some commodities as a defensive allocation. The comments are general market commentary rather than a specific catalyst.

Analysis

Brent Schutte says investors have "bid back up the markets" and rotated back into old favorites, signaling a rebound in risk appetite and crowded positioning. He also recommends owning some commodities as a defensive allocation. The comments are general market commentary rather than a specific catalyst.