Why Real Assets?

Real assets are tangible. Their value is not linked to financial manipulation, paper currency or other falsehoods. Their value lies in their utility, attractiveness and scarcity. That's why real assets thrive during times of uncertainty and inflation. Today's world is frought with factors driving real asset pricing:  Crippling sovereign debt loads, currency devaluation issues, significant increases in the money supply, geopolitical unrest, population growth and rapid industrialization. Each of these factors in isolation can drive real asset pricing; in unison, they will provide the force for a long-term bull market in real assets.