Looking at the investment landscape heading into the holiday season? Here's what institutional investors are eyeing right now.

AI remains the heavyweight favorite—still commanding significant capital flows despite recent volatility. But that's not the full picture. Copper's getting fresh attention too, riding macro tailwinds from infrastructure demand and potential stimulus expectations. Then there's credit: with rates staying sticky, selective plays in the credit space could offer solid risk-adjusted returns.

The playbook seems to favor a balanced approach—don't go all-in on any single narrative. Mix AI exposure with some commodity hedges (copper's a classic inflation hedge) and layer in credit selective positioning.

The timing matters here. Holiday season typically sees lower volume and faster price swings. Smart positioning now could mean smoother execution when markets return.

Which of these three is catching your eye? Or are you building a combo strategy?