Section
Commodities
623 posts
Picton Mahoney Q4/24 Investment Review & Outlook: Soft-Landing Odds Improved, But Largely Priced In
by David Picton, President and CEO, & Team, Picton Mahoney Asset Management Will An Asset Bubble and/or Inflation…
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...
Fidelity's Ilan Kolet: Investing for Soft and Hard Landings into 2025. How?
Listen on The Move The Fed's Bold Moves and Canada's Economic Divergence: Insights from Ilan Kolet Pierre…
Have Commodities Hit Peak Bearishness? What Happens Next?
by Christopher Gannatti, CFA Global Head of Research, & Mobeen Tahir, Associate Director, Research, WisdomTree Key Takeaways Investor…
Connecting the AI Transition and Commodities with Fidelity's Joe Overdevest
According to FidelityConnects by Fidelity Investments The latest quicktake from FidelityConnects delves into two compelling topics with Joe…
Mid-Year Outlook: Seven Questions That Could Shape Markets in the Second Half of 2024
by Kevin McCreadie, John Christofilos, Bill DeRoche, Rune Sollihaug, David Stonehouse, Stephen Way, AGF Investments Members of AGF…
LongPoint Unveils its Proposed First ETF Launch
LongPoint Asset Management Inc., led by Steve Hawkins, is poised to enter the Canadian ETF market with its…
Energy stocks, surprising leaders
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses the YTD strength of…
Commodities And The Boom-Bust Cycle
by Lance Roberts, RIA It is always interesting when commodity prices rise. The market produces various narratives to…
Why Gold and Copper Are Making Big Moves
by Frank Holmes, CEO, CIO, U.S. Global Investors I had the opportunity this week to speak at the…
Empowering AI
by Carl R. Tannenbaum, Chief Economist, Northern Trust AI adoption will dent the fight against climate change. By…
Is Copper The New Gold?
by Ryan Boyle, Senior Economist, Northern Trust Forecasts of disinflation in 2024 have thus far missed the mark.…
Energy Stars Align
by Jeremy Lin, CFA, Portfolio Manager, Purpose Investments The oil market has been interesting lately and, to the…
Hot Commodities
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset, Hakan Kaya, PhD, Senior Portfolio Manager, Neuberger Berman We…
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…
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…
