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Commodities
578 posts
Commodities: From Destocking to Restocking
by Hakan Kaya, PhD, Senior Portfolio Manager, Neuberger Berman The micro and macro factors weighing on commodities since…
Savita Subramanian: "Buy Deprivation, Sell Overbuild"
In her latest note, BofA's Savita Subramanian points out that some of the cash-starved sectors of the past…
Real Assets May Still Outperform, but Be Cautious
by Stephen Bonnyman, MBA, CFA® Director of Equity Research and Portfolio Manager, AGF Investments Inc. Steadying rates and…
Does the Inflation Risk Premium Decline Signal Lower Commodity Prices?
by Stephen Vanelli, CFA, Knowledge Leaders Capital There are many ways to decompose the bond market to identify…
Creating a CTA from Scratch
by Nicholas Rabener, Finominal SUMMARY CTAs have become popular again given their positive returns in 2022 However, they…
Gold Has Served as an Impressive Store of Value During the Current “Everything Selloff”
by Frank Holmes, CEO, CIO, U.S. Global Investors “Gold is no longer a safe haven.” “Gold isn’t an…
BofA Francisco Blanch: $80 is the New $60 for Oil
by Francisco Blanch, Chief Commodity and Derivatives Strategist, BofA Securities Research Copyright © BofA Securities
The Green Futures’ Chernobyl Moment
by Cole Smead, Smead Capital Management Dear fellow investors, What has taken place in 2022 is nothing short…
Is Europe Changing Its Tune on Nuclear Power?
by Frank Holmes, CEO, CIO, U.S. Global Investors Winter is coming for Europe, and energy prices are soaring…
Goldman Sachs Commodity Watch: Irrational Expectations
by Jeffrey Currie, Goldman Sachs Copyright © Goldman Sachs
JPM's Kolanovic: Increase Allocation to Commodities
by Marko Kolanovic, Chief Global Market Strategist, J.P. Morgan Copyright © J.P. Morgan
Seven reasons to be positive in this market environment
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Global supply chain pressures are easing While still…
Global Population to Hit 8 Billion this November. Here’s Where to Invest
by Frank Holmes, CEO, CIO, U.S. Global Investors Eight billion. That’s what the global population is expected to…
The Future of Food is Technology
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton In our new…
BofA Francisco Blanch: Fueling up Lithium: Demand increasing exponentially
Copyright © Francisco Blanch Commodity & Deriv Strategist, BofA Research
