Neil Howe

The next decade (2026–2036) will be defined by re-inflation, re‑regulation, rearmament, resource hoarding, and a shift toward authoritarian leadership, reversing the disinflationary/deregulated era of the past 40 years. The HEFT ETF is built for this by replacing fixed income with commodity futures, real return assets, and precious metals; overweighting defense, industrials, and materials equities; and deploying downside protection through managed futures, options tail hedging, and cash substitutes.