Commodity returns over the last decade (2011-2020) tell a story of currency debasement, or monetary inflation, the rise of ESG investing with particular emphasis on reducing the human carbon footprint, and climate change or erratic weather patterns, which also have an impact on food commodity returns. Macro trends, defined as long-term directional shifts, have impacted commodity returns since 2011. Moreover, they are likely to impact...
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The year behind was one for the history books but if 2020 was merely the opening chapter of these extraordinary times, then buckle up because there could be volatility ahead in 2021. The two political events staring right at us, the US presidential inauguration 2021, and Brexit have the potential to trigger extreme volatility in 2021 Polarized politics, driven by passionate ideologues, whether it be Trumpism or Brexit, could be the...
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