The Business Times
Yi Guan

Yi Guan

THE WRITER, CFA, IS AN INDEPENDENT INVESTMENT STRATEGIST SPECIALISING IN ASSET ALLOCATION, FACTOR INVESTING, AND THEMATIC PORTFOLIO CONSTRUCTION.

Sacks of rare earth concentrate. In a world where supply chains are vulnerable, these metals are more than a commodity story. They are a portfolio strategy for managing geopolitical risk.
INSIGHTS FROM CFA SOCIETY SINGAPORE

The geopolitical hedge investors overlook: Rare earths

Can rare earth elements provide diversification and resilience in moments when traditional portfolios are vulnerable?

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