What should the pace of reductions be? The slower, the better, says research sage Jim Woods.
This battered asset class should benefit from a host of new developments—such as a weaker dollar.
Many institutions, wary of the asset class’s notorious volatility, keep their exposure low despite raw material price climbs.
In a time of LDI and other de-risking, they seem less risky than stocks, yet offer decent returns.
Forecasts say the yellow metal may reach $1,500 an ounce in coming months.
Recovery in raw materials should persist if an expected end to the trade tiff comes.
While raw materials are no longer slumping, Goldman isn’t that impressed.
CIO also made it clear there will be no new investments in oil and gas-related commodity funds.