Section
Commodities
623 posts
Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer
LPL Research provides its midyear bond and commodity market outlook on interest rates, Federal Reserve rate cuts, gold, the U.S. dollar, and much more.
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
What Will 2025 Really Be Remembered For?
Louis-Vincent Gave’s Big-Picture View, Simplified
Expand Your Mind and Your Commodity Universe
by Ben Chen, Jim Masturzo, Research Affiliates Key Points Expanding the commodity universe beyond the traditional index constituents…
Flying Cars, AI Storylines, and the Future of Investing: TDAM’s Big and Bold Outlook for 2035
Let’s be honest—predicting where investing is headed ten years from now feels a bit like guessing what the…
Resilient Markets, Resource Rethinks, and the New Relevance of Canada
AGF's Mike Archibald, Portfolio Manager, John Christofilos, Chief Trading Officer, Pulkit Sabharwal, Research Analyst, and David Pett, Producer, weigh in on oil, commodities, geopolitics, and Canada's evolving role in global capital flows.
Forget the Fed—The Smart Money Is Watching These Two Breakouts Instead
by SIACharts.com This week, U.S. stock markets experienced notable fluctuations, influenced by key economic data and the Federal…
Do Commodities Really Hedge Inflation?
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments The usual spin on why you should…
Natural Resources: supplying the critical commodities for global growth in 2025 and beyond
by Daniel Sullivan, Head of Global Natural Resources, Portfolio Manager, Janus Henderson In the evolving landscape of global…
Periodic Table of Commodities Returns 2024
by Frank Holmes, CEO, CIO, U.S. Global Investors At the start of every year, we publish our popular…
JPM's David Kelly–Navigating 2025: Out of the Storm, Into the Fog
The 2025 Investment Outlook from J.P. Morgan Asset Management, led by Chief Global Strategist David Kelly, provides a…
Turning the Page: WisdomTree’s 2025 Investment Outlook
“Big stock market leadership changes need some ruction, some big change in the system,” WisdomTree’s team observes in…
Certainties for an uncertain world
by Richard Bernstein, Richard Bernstein Advisors There is one word to use as investors enter 2025: uncertainty. Of…
Borderline Reality: U.S. Tariff Threat Looms Over Canada’s Economic Backbone
"Tariffs rarely provide sustained net economic benefits, especially in closely integrated countries like Canada and the U.S." –…
Doomberg: Trump, Energy Policy & Geopolitical Chaos
Listen on The Move In this episode, Richard and Pierre are joined by the brilliant and…
Trump Elected; Steels, Autos, Banks Biggest Winners
by SIACharts.com It’s exciting to see significant market moves like the ones we witnessed yesterday, as they provide…
