Risk November 2, 2021 Why Inflation Might Not Be Temporary Officials say inflation won’t last. But commodity prices show no signs of slowing down.
Market Moves June 2, 2021 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 May 17, 2021 Where Allocators Can Find Good Post-Pandemic Investments Our panel suggested cobalt, building ground leases, sports franchise lending, and others.
Market Moves May 14, 2021 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 April 16, 2021 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 March 22, 2021 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.
Market Moves October 12, 2020 Bullish Signs: Copper and Silver Shine Anew The two metals’ prices have climbed nicely, a good counterpoint to the jobs situation.