Browsing Category
Commodities
598 posts
Is Copper The New Gold?
by Ryan Boyle, Senior Economist, Northern Trust Forecasts of disinflation in 2024 have thus far missed the mark.…
April 25, 2024
Energy Stars Align
by Jeremy Lin, CFA, Portfolio Manager, Purpose Investments The oil market has been interesting lately and, to the…
April 23, 2024
Hot Commodities
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset, Hakan Kaya, PhD, Senior Portfolio Manager, Neuberger Berman We…
April 21, 2024
Continue to Make the Trend Your Friend
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
April 1, 2024
Commodities: An Immaculate Asset for An Immaculate Disinflation?
by Nitesh Shah, Director of Research, WisdomTree Europe & Jeremy Schwartz, CFA, Global Chief Investment Officer, WisdomTree Commodities…
January 1, 2024
Commodities in 2024: An Opportunity for Growth
by Frank Holmes, CEO, CIO, U.S. Global Investors Goldman Sachs says it’s time to go long commodities. In…
November 29, 2023
The Energy Landscape: A Deep Dive with Doomberg
In a recent interview with Adam Taggart at Wealthion, the head of the anonymous collective known as Doomberg…
October 15, 2023
Energy Magicians
by William Smead, Smead Capital Management Dear fellow investors, Close your eyes and imagine the elimination of gasoline-powered…
October 12, 2023
BTRY for Battery
by Niels Clemens Jensen, Absolute Return Partners It is time to rethink battery technology. Moritz Futscher, CEO of…
October 4, 2023
Charts for the Beach 2023
by Richard Bernstein, Richard Bernstein Advisors It’s time for our annual August report, “Charts for the Beach.” Each…
August 10, 2023
Cautiously optimistic on commodities
by Fred Fromm, Portfolio Manager, Franklin Equity Group While caution in some areas of the commodities space may…
July 19, 2023
Lithium Leads the Charge (Again): A Look at the Commodity Market in the First Half of 2023
by Frank Holmes, CEO, CIO, U.S. Global Investors The second half of 2023 has officially begun, meaning it’s…
July 9, 2023
BofA Francisco Blanch: What did we learn at our commodity conference?
by Francisco Blanch, Chief Commodity and Derivatives Strategist, BofA Securities Copyright © BofA Securities | Global Research
July 5, 2023
Commodities: No Longer A Crude Shock
by Vaibhav Tandon, Senior Economist, Northern Trust Volatile input prices have been a major inflationary force. The efficient…
June 27, 2023
Wheat, gold and the pursuit of a zero-correlation investment
by Research Team at Raymond James Markets & Investing For investors with appropriate risk tolerances, the measured inclusion…
May 23, 2023