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VanEck's David Schassler explains why traditional portfolio construction is becoming less effective as market dynamics evolve. He discusses AI as a transformative technology and makes the case for owning the commodities and infrastructure that support it. Schassler also highlights gold, energy, and other real assets as important hedges amid rising debt, geopolitical uncertainty, and changing stock-bond correlations.

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Rethinking the 60/40 Portfolio in the Age of AI

Schwab Network

Rethinking the 60/40 Portfolio in the Age of AI