Global Commodities: It’s Simple Math
Greg Scheer discusses current trends in commodity markets, focusing on precious metals and industrial metals like aluminum, nickel, and copper,...
142 Views
Overview #56 - Back to the Races?
A review of recent events/data impacting our investment themes and outlook. We take a look at Oil, Commodities and the strong move in US indices
274 Views
Q1 Portfolio Update - we don't even noticed the macro volatility
Our L/S commodity strategy has had a strong start to the year – despite significant geopolitical turbulence.In the first quarter, we delivered a...
158 Views
Overview #55 – Filtering Out the Noise in the Headlines
A review of recent events/data impacting our investment themes and outlook. We look at a potential key divergence in last week's price action
273 Views
Global Commodities: Mind the Metals
Greg Shear leads metals research, discussing how oil and metal markets are experiencing supply disruptions and potential shutdowns due to...
176 Views