Leo Nelissen highlights a shift away from traditional 60/40 portfolios due to changing market correlations and macro risks. He recommends focusing on hard-asset equities, income-generating investments, and smart credit strategies as institutional capital rotates. Commodity ETFs face challenges from market structure and inflows, making direct equity exposure to producers and infrastructure more attractive. A balanced approach combining core compounders with select commodity and credit equities offers better risk and reward in this evolving environment.
Canadian Natural Resources (CNQ) is considered a compelling buy opportunity following a recent price pullback. The company benefits from record production levels and some of the industry's lowest operating costs, supported by its long-life oil sands ...
Canadian Natural Resources (CNQ) is highlighted as a solid investment choice for those looking to benefit from increasing global energy consumption. The company stands out due to its strong asset base, efficient operations, and disciplined capital ma...
