Asset Allocation
Why the Largest Allocators Are Focusing on Agriculture
Agriculture can yield a harvest of returns for patient, long-term investors.
Tag: food
Risk
Food Inflation Is Bad, but Should Level Off Near-Term, Says Shepherdson
Agricultural price rises are nothing like oil’s, reasons the Pantheon Macro economist.
Risk
How Escalating Inflation Can Produce a Recession
Natixis’ Lavorgna sketches out how higher prices shrinks consumers’ income—and imperil the economy.
Here’s Why Inflation Is Up: Oil and Cars, Period
Commonwealth’s McMillan ascribes nasty CPI numbers to a few aberrant items, already cooling off.
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.