Earlier this year, the copper–gold ratio was, in Jeffrey Gundlach's words, “screaming that the 10-year should go lower.”
Rising interest rates will provide a tailwind to three hedge fund strategies, in particular.
Contrary to the popular narrative, oil isn't all that matters to the Saudi economy.
The spillover effect of the Russia-Ukraine War will increase food prices and geopolitical risk throughout the world.
What is driving the surge in inflation and how are central banks misplaying their hand?
How can investors hedge against inflation risk? Do equities offer any protection?
What is the effect on portfolio returns when the commodity futures market as a whole is in backwardation or contango during recessions and during unexpected inflation?
What is the best way to hold more traditional stores of value, such as gold? Mark Harrison, CFA, and Keyur Patel explore the question in the latest edition of the In Practice series.
“What do you do in today’s market?” Three panelists addressed that question in a discussion at the CFA Institute Alpha and Gender Diversity Conference. Susan Hoover provides a synopsis.
The irresistible demand of public opinion has forced universal male suffrage, women’s suffrage, prohibition (and its repeal), civil rights, and anti-tobacco laws. Sugar may be the next big crusade. Investors should keep this in mind when looking at food companies and pharmaceuticals.
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