Agri-Exposure remains too low in portfolios
In its recent Investment Strategy Insights publication, UBS makes the case for expanding commodity exposure beyond traditional safe-haven assets...
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CX Daily: China Pushes LGFVs Beyond ‘Fake’ Transformation
TOP STORIES Analysis: China Pushes LGFVs Beyond ‘Fake’ Transformation Across China, local government financing vehicles (LGFVs) have been...
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3 Hard Truths About ENSO Forecast
The IRI/CCSR prediction plume goes out every month and travels far — onto commodity desks, into insurance notes, through agricultural outlooks.
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Why El Niño Is a Terrible Agriculture Trade
El Niño continues to receive a lot of attention and rightfully so. However, people often confuse the climate event itself with its investment...
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Hedge Funds Pushing into Commodities Markets
Hedge Funds Pushing into Commodities Markets Big trading houses like Glencore, Trafigura, Mercuria or Vitol are benefiting since years now from the...
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