CIO Thoughts: Which Asset Classes Are Cheap?

BAccording to forecasts for 2021 or 2022, the following asset classes offer in my view a real attractive opportunity.

  • Cyclic
  • Metals and mines
  • Emerging Markets
  • Banks
  • MLP

We believe there is a real opportunity for long-term strategic investors in these areas.

Unfortunately, most investors just want to own FANG, quality assets, digital assets, and tech stocks. It is a real shame. The way to make money is to buy when the prices are low and sell when they are higher. Most investors do the opposite! When an asset goes up in price and valuations are expensive, they want to buy (and they’ll find all kinds of excuses why this asset class will continue to rise).

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We have several of these “cheap” asset classes in our Inflation Sensitive ETF portfolio.


Astoria Portfolio Advisors

Disclosure of Astoria Portfolio Advisors: At the time of writing, Astoria held positions in DVYE, PICK, IDV, MLPA, DGRE, XME, KBWB, XLE, SPYD, MCHI, GDX, SPSM, SPDW, SPMD , IHDG, DGRO, NETL, DGRW, ACWI, BTAL, USMV and CQQQ on behalf of its clients. Past performance does not represent future results. Past performances are not representative of future performances. Any third party website provided on are strictly for informational and convenience purposes. These third party websites are publicly available and do not belong to Astoria Portfolio Advisors LLC. We do not administer or control the content. We cannot be held responsible for the accuracy, urgency or viability of any information posted on these sites. The content of these links is not intended to be construed as an investment forecast or advice by Astoria Portfolio Advisors LLC, and does not constitute a recommendation, offer or solicitation for any security or investment strategy. The appearance of such third-party material on our website does not imply our endorsement of the third-party website. We are not responsible for your use of the linked site or its content. Once you leave the Astoria Portfolio Advisors LLC website, you will be subject to the terms of use and privacy policies of the third party website. Refer here for more details.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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