KnowledgeBank

This web site uses cookies; by continuing to browse you consent to our cookies usage. See our policy for more details.

×
Commodities

commodities

Dec 2016
|
Macro and market

2017 Investment Outlook

Authors: Nanette Abuhoff Jacobson, ...

Political uncertainty, accelerating growth and inflation, higher yields, a stronger US dollar, the rotation from safety to cyclical sectors, a resurgent commodity cycle — thought leaders from across our...

 
W_lock
Oct 2016
|
Postcard
| Sign in

Solid state: Why the commodities rally is here to stay

Author: George von Metzsch

What a difference a year makes; commodities are in a very different position relative to 12 months ago. Through the end of the third quarter, commodity total-return indexes have rallied strongly, with the...

 
W_lock

Six reasons why commodities are attractive

Author: David Chang, CFA

Commodities Portfolio Manager David Chang explains why current extreme pressures on commodity prices make him optimistic about future investment returns.

 
W_lock
Jan 2016
|
Postcard
| Sign in

The big squeeze: Why the oil market could remain tight in 2016

Author: Bill Ogrodnick

A major reason why I am positive on the energy sector today is because of misperceptions around oil-market tightness and resulting asset mispricing. The market is tighter than the price of oil implies and will...