Glossary

Asset class

A broad category of investments that behaves distinctly — equities, bonds, gold, commodities — the building blocks of a diversified, tactically allocated portfolio.

An asset class is a group of investments with similar characteristics and drivers: equities, government bonds, gold, broad commodities, and so on. Each responds differently to growth, inflation, and market stress.

Because classes behave distinctly, spreading capital across several is the foundation of diversification and of tactical asset allocation, which shifts emphasis between classes as conditions change. The Charter reads regimes across four such pillars: equities, gold, commodities, and bitcoin.

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