That's true. I actually took the chart more as a source of idea than an absolute data source. Not sure what they did there. Similarly, as I mentioned, not sure were commodities would fit in there.
This was mostly a nice looking visual for the more general point: "there is a lot more to assets than bonds & equities, and money is flowing in the direction of these others assets"
Interesting piece. Forestry was something I had been half thinking about, last year an investment trust was launched which focuses on forestry mainly in the UK. Have not looked at it in any detail yet but will be interesting to see how it does over time. Website is here: https://fsfc.foresightgroup.eu/
I had looked at Australian forest fund before, but they were either overpriced, or wasting investors money on vanity project and large overhead costs, justifying the discount.
That chart is wrong. GDP is a flow, not a stock.
That's true. I actually took the chart more as a source of idea than an absolute data source. Not sure what they did there. Similarly, as I mentioned, not sure were commodities would fit in there.
This was mostly a nice looking visual for the more general point: "there is a lot more to assets than bonds & equities, and money is flowing in the direction of these others assets"
Interesting piece. Forestry was something I had been half thinking about, last year an investment trust was launched which focuses on forestry mainly in the UK. Have not looked at it in any detail yet but will be interesting to see how it does over time. Website is here: https://fsfc.foresightgroup.eu/
Thanks for the link I will look into it.
I had looked at Australian forest fund before, but they were either overpriced, or wasting investors money on vanity project and large overhead costs, justifying the discount.
Great writing as usual Jonathan.
One of the highest quality wood producers I know of is UFPI.