top of page

CIO Thoughts: 3 Reasons Why The Market is Melting Up

3 Reasons why markets are in a bit of a melt-up phase:

  1. Jackson Hole was incrementally dovish on Friday

  2. Stark underperformance of hedge funds YTD (we think they will need to chase to minimize their performance drag; see chart below)

  3. Positioning was too defensive in recent months

We believe there is another leg up in the inflationary assets. Astoria likes playing this reflation theme via our Inflation Sensitive ETF Portfolio which provides exposure to

  1. Cyclical stocks

  2. Commodity equities

  3. Physical commodities

Astoria's Inflation Sensitive ETF Portfolio


  • Investment Strategy & Methodology:

    • Targets funds that are sensitive to rising inflation such as Industrials, Materials, Agribusiness, Gold Miners, Energy, Physical Commodities (Gold & Silver), Home Construction, Financial Services, Metals and Mining, Copper Miners, and TIPS.

Please click here to download the Fact Sheet for our Inflation Sensitive ETF Portfolio.

If you do not yet have access to this page on our website, contact Greg Sanderson at


Astoria Portfolio Advisors

Astoria Portfolio Advisors Disclosure: Any third-party websites provided on are strictly for informational purposes and for convenience. These third-party websites are publicly available and do not belong to Astoria Portfolio Advisors LLC. We do not administer the content or control it. We cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites. The material in these links is not intended to be relied upon as a forecast or investment advice by Astoria Portfolio Advisors LLC, and does not constitute a recommendation, offer, or solicitation for any security or any investment strategy. The appearance of such third-party material on our website does not imply our endorsement of the third-party website. We are not responsible for your use of the linked site or its content. Once you leave Astoria Portfolio Advisors LLC's website, you will be subject to the terms of use and privacy policies of the third-party website. Refer here for more details.


bottom of page