In such an environment, ownership of real assets represents an adjustment to changing conditions rather than an expression of alarm. It acknowledges a world in which material constraints once again exert influence over economic and political outcomes. Res... See more
A dominant driver feature of markets this week has been the news around index rebalancing. Large commodity benchmarks, most notably the Bloomberg Commodity Index, periodically adjust exposure to enforce diversification. When a commodity outperforms and gr... See more
A dominant driver feature of markets this week has been the news around index rebalancing. Large commodity benchmarks, most notably the Bloomberg Commodity Index, periodically adjust exposure to enforce diversification. When a commodity outperforms and gr... See more
A dominant driver feature of markets this week has been the news around index rebalancing. Large commodity benchmarks, most notably the Bloomberg Commodity Index, periodically adjust exposure to enforce diversification. When a commodity outperforms and gr... See more
A very Happy New Year to you, and to the start of 2026. We have no doubt that the year ahead will be an interesting one indeed, and we look forward to speaking with many of you over the coming months about precisely that. If the opening weeks are any guid... See more
