Fund Managers Hate Commodities // EU Deforestation Law Disaster
According to the latest BofA fund manager survey, investors continue to sell commodities. Allocation-wise we’re now back at levels we were at the...
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Cocoa Demand Destruction Ahead - All Eyes on Fall Harvest
The company explicitly said in an answer at the earnings call that they have logged in almost all prices for 2024, but not for 2025 - due to price...
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How high gold prices are fueling a chocolate shortage
Investors driving up the price of gold in Ghana is leading to negative consequences such as environmental destruction, impacts on cocoa production,...
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Fund Managers are Long Commodities and Hate Real Estate // Another Cocoa Update
Fund Managers are Long Commodities and Hate Real Estate Fund managers positioning in commodities and energy was virtually unchanged compared to...
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Investors Flock Back Into Commodity Funds & New Cocoa Narrative
A net €353 million flowed into funds from the Morningstar Broad Basket Commodities category in Europe in April. This was by far the best month for...
218 Views