
From this author
Midyear Commodity Outlook: Better for Commodities than Consumers


by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
July 7, 2025
Rising tariffs may lead to higher inflation and slower economic growth—an environment that has historically favored commodities.
2025 Commodity Outlook: Three Areas to Watch


by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
February 13, 2025
For commodity investors, three areas to watch are inflation, the US dollar and supply conditions across physical markets.
What Goes Up, Must Come Down: Mean Reversion in Commodities


by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
October 8, 2024
Explore how a commodity portfolio can be built to emphasize diversification and rebalancing.
Dispelling Three Election Cycle Myths That Can Undermine Investment Success

by Greg Liebl, Director, Investment Strategy
September 10, 2024
Here we dispel three common myths about elections and investments, demonstrating why we think sticking to a long-term investment plan might be a better path to success than trying to predict political cycles.