Commodities
Commodities
Supercycle versus superpower
Rampant economic growth is typically bullish for commodities, but could this time be different?
17 Mar 2021
3 min read
Gold has rallied strongly this year as a safe-haven asset, but its elevated price may now pose a...
Why ‘going green’ doesn’t require reinvention – even for oil companies.
Beware the herd. Gold seems to be one of the most loved trade ideas right now, which for us is a...
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?
26 Sep 2018
4 min read
After a five-year bear market, commodities are showing signs of recovery with record inflows. Wha...
True diversification requires looking for independent return streams. You normally cannot rely on...
Even though tensions in the Middle East have helped pep up prices of late, the shale revolution h...
