Worth Its Weight? Assessing Gold’s Portfolio Utility (DE Shaw)
We find that gold's long-term relationship with global growth, coupled with its lack of correlation to the shorter…
Commodity Markets Outlook
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Oil and Gas: The Case for Higher Returns (UBS AM)
Oil and gas companies have historically delivered modest returns despite a favorable environment – averaging just…
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The Next Inflationary Surge Is About to Begin (Goehring & Rozencwajg)
The authors are firmly in the camp that believes the great disinflationary arc, which began in the stern days of…
China – Russia: The Gas Hedge (OIES)
A succession of headlines on additional volumes of Russian gas to China since late August have been heralded as a…
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