Commodities
The shift in how the world sees farmland
For years, portfolio design focused on growth, liquidity and diversification across markets. These remain important, but they no longer describe the full picture. A run of environmental shocks, disrupted supply chains and resource constraints has reminded investors that real economic systems have a direct bearing on long-term value......
Are investors ripe for agriculture? – virtual roundtable summary
NordicInvestor’s agriculture roundtable gathered portfolio managers and investment consultants from North America, Denmark, Sweden and the UK to explore the unique features of agricultural investing and how it is adapting to investors’ evolving ESG and sustainability priorities.
Gold and Silver: a differentiated precious metals strategy
Jupiter´s Gold and Silver strategy offers a way to express macro-economic views through two types of exposure gold and silver, including a differentiated approach to picking stocks.....
The other virus
Since September last year we have seen a significant turnaround in price trends of many agricultural commodities. What does this mean for inflation and is there potential for a new commodity super cycle?
Q&A: Jupiter’s Naylor-Leyland on a Golden Opportunity, Shrinkflation and Political Money
Does gold and silver still have a role to play in a well-diversified portfolio?
New Commodity Futures Markets
Investor diversification and ESG concerns driving innovation....
Where data drives decisions in farmland investing
For years, portfolio design focused on growth, liquidity and diversification across markets. These remain important, but they no longer describe the full picture. A run of environmental shocks, disrupted supply chains and resource constraints has reminded investors that real economic systems have a direct bearing on long-term value......
Pricing nature: carbon and biodiversity credits explained
For years, portfolio design focused on growth, liquidity and diversification across markets. These remain important, but they no longer describe the full picture. A run of environmental shocks, disrupted supply chains and resource constraints has reminded investors that real economic systems have a direct bearing on long-term value......
The shift in how the world sees farmland
We sat down with managing partner, Allan Lorentzen, to discuss Jentzen & Partners’ global equity manager selection strategy and process....
Emerging Market Cycles and Diversification
Day to day market movements often seem to suggest that emerging markets are highly correlated with developed markets, and in... Read more