One of the defining features of the period of economic re-opening in 2021 has been both higher commodity prices and more volatile commodity prices. These moves have had many industry-specific drivers, but the broad cause has been stop-start recoveries in both producers and consumers.
One of the defining features of the period of economic re-opening in 2021 has been both higher commodity prices and more volatile commodity prices. These moves have had many industry-specific drivers, but the broad cause has been stop-start recoveries in both producers and consumers.
Disclaimer
The views expressed are those of the portfolio managers as of January 2021 are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
The opportunity within emerging markets is more compelling than the opportunity of emerging markets.
We have seen continued high inflation prints across the world, with volatility in interest rate expectations testing the resolve of central banks...
What a China-Taiwan conflict could mean for stocks
For a better experience, we recommend viewing this website in landscape orientation.
