Commodity Monthly Monitor Defensives gain as ”Trumpflation” fades Your reference guide to commodity markets. Includes the latest outlook for each commodity sector and major developments for...
Emerging markets (”EM”) government bonds, particularly those denominated in local currencies, have bounced back in 2016. It’s time to look again at what they can offer....
Platinum and Palladium Fundamentally Undervalued Despite falling 2.5% since the beginning of the year, precious metals are the best performing commodity sub-sector year-to-date. Contrary to our...
