Untangling Contango in Commodity Portfolios

Commodities investors would be wise to ride out a period of contango rather than focus too much on the future they think it predicts.

Understanding the Zigs and Zags of Emerging Markets

We believe there are solid reasons to own emerging market equities as a means of diversifying portfolios across markets, minimizing risk, and maximizing growth opportunities.

Fighting Fire: How Commodities Help Beat Back the Flames of Inflation

Can commodities help in times of high inflation?

The State of the Commodities Market

While commodities markets are slowing somewhat, we still see opportunities.

China’s Regulatory Crackdown: A Cautionary Tale for Investors

How will recent regulatory shifts in China affect investment strategy? A diversified approach is the key to spread out exposure.

Are Natural Resource Stocks the Inflation Fighters Investors Want?

Owning a portfolio of natural resource stocks may seem like the easiest way to gain exposure to commodities. But is it the best way?

Mirror, Mirror: The Inverse Relationship Between Commodities and the US Dollar

Prices of commodities and the US dollar are strongly linked. But is this also true at the individual commodity level?