Confluence of Ideas – The Case for Hard Assets: An Update for 2026 (3/17/26)

About this episode

Bill O’Grady discusses the renewed appeal for hard assets and the firm's Global Hard Assets strategy.

Now is a great time to revisit the Case for Hard Assets, an investment area that’s drawing considerable interest these days. Confluence Advisory Director of Market Strategy Bill O’Grady draws on his deep expertise in commodities to explain the asset class and the firm’s Global Hard Assets strategy. He outlines the investment team’s macro-driven decision‑making process, offers insight into the current portfolio, and shares his outlook for the asset class, highlighting the key factors driving renewed appeal for hard assets in today’s market environment.

Topics covered

• investing
• commodities
• hard assets
• market strategy
• portfolio management

Keywords

• hard assets
• investment strategy
• macro-driven decision-making
• current portfolio
• market environment

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