Nowhere to Hide – Inflation’s Impact on Traditional Assets and How Commodities Can Diversify – SS&C | Alps Advisors – USCF – 8.31.22

Summary:

Now On Demand

For the first time in 50 years, both stocks and bonds have declined at the same time during the first half of 2022 while inflation has risen to levels not seen in 40 years. Many other financial assets, such as REITs, have also declined, creating challenges to diversify effectively. Commodities have historically performed well during such inflationary episodes, including during “stagflation” in the 1970s. We will review both the long-term history and recent market performance of such assets and inflation, highlighting the important role commodities provide to diversified portfolios.

Speakers:

Kurt is the CEO and Founder of SummerHaven. He previously ran the commodity index business for UBS and led the successful effort to acquire and integrate AIG’s commodity index business. Prior to joining UBS, Kurt structured commodity index and equity derivative solutions for clients of AIG Financial Products.

Maya is the Head of Distribution for USCF. Maya has over 20 years of experience in asset management and is responsible for expanding the firm’s distribution and business development efforts. Prior to joining USCF, Maya was at Brandes Investment Partners where she served as National Accounts Manager, Associate Portfolio Manager and Product Coordinator for the Small Cap and Canadian Portfolios. Maya received her BSBA in Finance from San Diego State University. She holds a Series 3 registration with the NFA as well as FINRA Series 6,7, and 63. Maya is a registered representative of ALPS Distributors, Inc.