Asset Allocation
The Old Tech FAANG Is Dulled, But a New Version Has Promise
Centered on surviving a bleaker world, Bank of America’s updated version has better market performance.
Tag: Agriculture
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.
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?
Alternatives
At Pension Bridge: How a Utah Pension Plan Invests in Farmland
Organization’s head of agriculture and real assets explains what drove the fund to the space.