Having removed our longstanding longs in grains in July (Food, the war commodity, 14 July 2022) after the agreement between…
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We reduced our longs in grains last month following the agreement between Russia and Ukraine to allow the shipment of…
The announcement of a provisional agreement negotiated between Ukraine and Russia to resume the export of Ukrainian grain blocked by…
In a world of rising interest rates and tightening liquidity that is hitting equity and bond markets, commodities remain a…
The latest World Agricultural Supply and Demand Estimates (WASDE) report by the US Department of Agriculture (USDA) continues to support…
Even in times of great uncertainty, obvious things still happen. Shuttering much of the global economy crushed demand. That was…
We are shifting currency investments because of the collapse in the oil price which, coming on top of Covid-19, is…
There have been a number of recent developments that impact our asset allocation. First, we are adding more euro shorts…
The breakdown of US/China trade talks and President Trump’s decision to add a further layer of tariff s on Chinese…
We are taking a strategic long gold position. The target return is 5-10% this year and a long-term gold price…
A deal to suspend development of Iran’s nuclear programme might avert a more immediate showdown, but it will leave few…
The recent dramatic fall in the crude oil price poses the question: is this just a blip due to temporary…
The annexation of Crimea is irreversible. But the West appears determined to curtail any further Russian encroachment, into Ukraine or…
