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For this week's live discussion at Inside the Market, we were joined by Michael Underhill, a fund manager with Sprott Asset Management. He provided his outlook for hard asset investments, including stock picks in such sectors as infrastructure, timber and agriculture.

Michael has more than 23 years of investment industry experience. In 2007, he co-founded Capital Innovations, LLC, an independent employee-owned, boutique real assets manager providing infrastructure, timber, and agriculture focused investment strategies. Prior to founding the company, he held senior positions at AllianceBernstein Investment Management, INVESCO/AIM Management Group, and Janus Capital. Michael began his career as an investment analyst at Lehman Brothers. Sprott recent acquired three funds that are being managed by his company, Capital Innovations.

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