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

Brent Schutte says investors have "bid back up the markets" and rotated into old favorites, signaling a risk-on positioning shift that may be crowded. He also recommends owning some commodities as a defensive allocation. The piece is commentary rather than a market-moving event, so direct impact is limited.

Analysis

Brent Schutte says investors have "bid back up the markets" and rotated into old favorites, signaling a risk-on positioning shift that may be crowded. He also recommends owning some commodities as a defensive allocation. The piece is commentary rather than a market-moving event, so direct impact is limited.