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Commodities the only highlight in rough year: Atchison

The end of FY2022 feels a little like a blur of problems, people and red numbers; that’s not even considering what we have just been through. A pandemic, supply-chain disruptions, war in Europe, rising energy prices, climate change and soaring inflation are just some of the key themes that impacted global markets throughout the year….

Ishan Dan | 11th Jul 2022 | More
Taking back control?

This analysis was undertaken in autumn 2021, long before Russia’s latest invasion of Ukraine.There remains an intense debate about the economic consequences of Russia’s military incursion. But there is surely no way to know how severe and long-lasting the constraints on global commodity supply will be and so no credible way to quantify the shock…

JAMIE DANNHAUSER | 11th Jul 2022 | More