Why do investors hate real assets? Two thoughts: 1) The long-term return profiles don't look great and 2) access for retail investors can be confusing (e.g., k-1s, futures contracts). BUT real assets are excellent diversifiers and not every holding in a portfolio needs to be growth oriented.
No one wants to talk about commodities until they are surging in value. The current Ukraine-Russia conflict is a great example of that. I built a real assets slug on
Composer that can be added to portfolios or used in systematic strategies