Macquarie Sees Investors Adding To Commodities, Defensive Strategies

Investors are likely to increase allocations to commodities and add more defensive strategies as inflation becomes a greater concern, Macquarie’s top quantitative investment strategies’ officials said. Institutional investors have been underweight commodities in their portfolio, but Arun Assumall, senior managing director and head of QIS at Macquarie Group, said he expects investors to add commodities