Risk
Jeremy Grantham: How to Live in an About-to-Burst ‘Super Bubble’
The noted seer has some refuge investment ideas. Hint: not US stocks.
Tag: commodities
Asset Allocation
Broken China? Maybe Things Aren’t So Bad
Despite crackdowns on businesses and too much debt, the nation should resume its ascent, says NEPC.
Risk
Why Inflation Might Not Be Temporary
Officials say inflation won’t last. But commodity prices show no signs of slowing down.
Asset Allocation
Asset Managers Are Feeling Leery, BofA Survey Finds
The bank says its survey is the ‘least bullish’ since October 2020.
Market Moves
4 Scenarios for the Fed’s Tapering: From Benign to Horrible
What should the pace of reductions be? The slower, the better, says research sage Jim Woods.
Flowering Among the Ruins: Why Emerging Markets Are Poised for a Revival
This battered asset class should benefit from a host of new developments—such as a weaker dollar.
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
Cathie Wood: The Big Risk Is Deflation, Not Inflation
The founder of Ark Invest laid out potential market winners and losers if her prediction pans out.
Market Moves
The Case for Investing in Copper, the Go-To Metal for Renewable Energy Projects
Goldman Sachs predicts rising prices for the commodity, which will be key for solar power and electric vehicles.
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.
Market Moves
Vaccines and Pent-Up Demand Will Jazz Stocks, Says Paul Tudor Jones
Trend-spotter hedge fund titan predicts an economic ‘explosion’ in the 2nd quarter.
How Did Alts, a Jumble of Different Things, Get So Popular?
In a time of LDI and other de-risking, they seem less risky than stocks, yet offer decent returns.
Market Moves
Look Out Above: Gold Rally Shows No Sign of Flagging
Forecasts say the yellow metal may reach $1,500 an ounce in coming months.