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Nick Price
Blog 2 min read

Chart Room: EM outperformance could be sustained, if commodities are a guide

This week’s Chart Room shows the historical correlation of EM equities with commodities, which suggests that the breakout could be sustained.

Nick Price + 1 other | 8 April 2021

Tigran Manukyan
Article 3 min read

Using gold to hedge an extreme world

Gold can act as a useful hedge against future financial distress and potential selloffs in risk assets

Tigran Manukyan | 27 July 2020

Oscar Hutchinson
Blog 3 min read

Seeing red: How long can the iron ore rally last?

Seeing red: How long can the iron ore rally last?

Oscar Hutchinson | 24 July 2019

Randy Cutler
Blog 2 min read

Oil prices: What's the story?

Oil has plummeted since early October. Political manoeuvring and technical selling are exacerbating the decline, and the sell-off is likely to be overdone.

Randy Cutler | 25 November 2018

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