A Way to Look at Commodities—And It Is Not Quantitative
Several new specialist managers are making sector, relative value, and fundamentals-based trades to take advantage of current market dynamics.
Search results for: commodities
Asset Allocation
Limping Commodities Poised to Soar Anew, Says Goldman
China’s reopening and worldwide lack of infrastructure for raw materials should power the revival, per the firm’s Jeff Currie.
Risk
Cryptocurrency Trader ‘Coin Signals’ Pleads Guilty to Commodities Fraud
Jeremy Spence, whose trades consistently tanked, lured investors with tales of 148% returns.
Asset Allocation
Maybe the Drought Won’t Be That Bad for Ag Commodities
Big harvests outside the drought-stricken West may make up for a lot of the crop shortfalls, says Wells Fargo.
Commodities Rise: New Supercycle or Just a Temporary Blip?
Many institutions, wary of the asset class’s notorious volatility, keep their exposure low despite raw material price climbs.
Market Moves
How China’s Metal Price Crackdown Could Thwart the Commodities Surge
Price rises in raw materials have excited hopes for a new super-cycle. Might those be dashed?
Market Moves
The Commodities Rally: You Ain’t Seen Nothing Yet
Goldman Sachs says the sector is a great investment going forward, as prices will keep rising, up 15.5% for the next 12 months.
Alternatives
Tips from Druckenmiller: Commodities, Asian Stocks, Big Tech
Despairing of US policy and low interest rates, the billionaire investor makes his case.
Why Are Commodities Sliding? Blame China
Beijing already was trying to cool its economy, then the trade war struck.
Market Moves
A US-China Pact Would Boost Commodities, Citi Says
Recovery in raw materials should persist if an expected end to the trade tiff comes.
Market Moves
Commodities Are Past the Worst, But Don’t Rejoice Yet
While raw materials are no longer slumping, Goldman isn’t that impressed.
Asset Allocation
UC’s Bachher Indicates De-risking of Commodities Portfolio in Near Term
CIO also made it clear there will be no new investments in oil and gas-related commodity funds.
Research
Commodities Rocket Louisiana Teachers to 15.93% Fiscal Return
Asset obliterates -6.5% benchmark with 28.79% performance.
Credit Suisse: Commodities Picked Up in July on Signs of Economic Improvement
The oil sector gained with improving demand, although expectations for OPEC’s prospects of bringing down global production were reduced.
Commodities Prices Down in June
Low energy prices have contributed to a lack of pickup in inflation, while concerns about Chinese growth have abated, Credit Suisse reports.