Commodities
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......
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.
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.....
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?
Does gold and silver still have a role to play in a well-diversified portfolio?
Investor diversification and ESG concerns driving innovation....
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......
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......
We sat down with managing partner, Allan Lorentzen, to discuss Jentzen & Partners’ global equity manager selection strategy and process....
Day to day market movements often seem to suggest that emerging markets are highly correlated with developed markets, and in 2008 or 2011 emerging equity markets were not generally a useful place to hide. … Read more
