From this author
Stocks, Bonds, Cash, Commodities: Rethinking the Typical Core Portfolio
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
October 25, 2023
Many investors don’t think much about including commodities in their portfolio. Read why it can be an important tool for resiliency and diversification.
Commodity Investing Is More Than Just China’s Story
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
July 14, 2023
The next commodity supercycle could be bigger than any one country—even the world’s second-largest. See which themes may be responsible.
Midyear Emerging Markets Outlook: Will the US Dollar Continue to Misbehave?
by Greg Liebl, Director, Investment Strategy; Christian Johnson, Investment Strategist
June 8, 2023
In emerging markets, a poorly performing US dollar is a good thing. How do we see the greenback performing over the rest of 2023?
Investigating the Inverse Relationship Between Commodities and the US Dollar
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
May 8, 2023
Read about why the typical relationship between the US dollar and commodity prices has changed.
Why Investors Should Look Beyond Indexes for Commodity Exposure
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
January 4, 2023
Can commodities help in times of high inflation?
Untangling Contango in Commodity Portfolios
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
October 11, 2022
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
by Greg Liebl, Director, Investment Strategy
August 2, 2022
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
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
June 28, 2022
Can commodities help in times of high inflation?
The State of the Commodities Market
by Greg Liebl, Director, Investment Strategy
March 7, 2022
While commodities markets are slowing somewhat, we still see opportunities.