Commodities

Supercycle versus superpower
Commodities

Supercycle versus superpower

Rampant economic growth is typically bullish for commodities, but could this time be different?  

By Erik LuethJohn Roe

17 Mar 2021

3 min read

Gold: fading the metal’s shine
Willem Klijnstra
Commodities

Gold: fading the metal’s shine

Gold has rallied strongly this year as a safe-haven asset, but its elevated price may now pose a...
By Willem Klijnstra
27 Jul 2020
2 min read
Why the oil sector shouldn’t reinvent itself through renewab
Commodities

Why the oil sector shouldn’t reinvent itself through renewab

Why ‘going green’ doesn’t require reinvention – even for oil companies.
By Nick StansburyIancu Daramus
26 Feb 2020
4 min read
Oil and Gold. Risk business for 2020?
John Roe
Commodities

Oil and Gold. Risk business for 2020?

Beware the herd. Gold seems to be one of the most loved trade ideas right now, which for us is a...
By John Roe
09 Jan 2020
3 min read
Gold – has it lost its shine?
Commodities

Gold – has it lost its shine?

The gold price has taken a tumble this year. But does it hold a precious place in portfolios?

By Aimee Bowkett

26 Sep 2018

4 min read

Hot commodities
Commodities

Hot commodities

After a five-year bear market, commodities are showing signs of recovery with record inflows. Wha...
By Rahul BhushanAanand Venkatramanan
18 Jul 2018
3 min read
Looking for independent sources of return
Willem Klijnstra
Commodities

Looking for independent sources of return

True diversification requires looking for independent return streams. You normally cannot rely on...
By Willem Klijnstra
20 Jun 2018
3 min read
Oil’s well that ends well
John Roe
Commodities

Oil’s well that ends well

Even though tensions in the Middle East have helped pep up prices of late, the shale revolution h...
By John Roe
01 May 2018
3 min read