Commodities Now
Commodities & The Great Rotation
The theme of markets is now the gradual relaxation of tight correlations that have bound asset performance in broad ‘Risk-On / Risk-Off’ cycles over recent years. Since the onset of the Great Recession collective panic followed by collective euphoria has repeated itself time and again. At last there are signs that investors and analysts are being more meticulous and targeted in their investment and trading choices.
Articles in this edition will hopefully assist readers in navigating a way through some of the key issues and considerations which are stretching market professionals as they make their asset allocation and trading choices.
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