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Inflation Total return Economic cycle Commodities Materials Energy Outlook Article
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Look past the cycle: The surprising total return potential of natural resources and commodities

Portfolio manager Nick Petrucelli explains the cyclical, structural, and macro tailwinds behind this opportunity.

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Nick Petrucelli

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Article
2024-12-31
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Climate Energy Materials Sustainable investing Macro and market Sustainability policies China Equity EM equity Article
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A lesson in climate resilience: Why China’s recent heat wave wasn’t worse
See why Hong Kong-based Macro Strategist Santiago Millán believes China's investments in climate resilience can be a lesson for the rest of the world.
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By

Santiago Millán, CFA

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Article
2023-09-30
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Outlook Inflation Interest rates Commodities Consumer discretionary Energy Industrials Real estate Materials Utilities Americas Innovation Monetary policy Article
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Mid-2022 Inflation Outlook
We explore the current inflation environment's significant impacts on asset markets, anticipated relief in supply-chain pressures, and opportunities in commodities and enduring assets.
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Article
2023-07-31
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