Sort By

  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • Drew Meredith

Is a commodity super cycle possible in a greening economy?

Leading investment bank JP Morgan this month released an article titled “Are commodities still a good inflation hedge amid decarbonization?” The piece, penned by Kerry Craig, Ian Hui and Gareth Lam, offers a detailed analysis of what may be one of the most popular ‘reflation’ trades occurring at the present time. One would struggle to…
Drew Meredith | 1st Jul 2021 | More
Renewables bring might to the race for returns

There is little doubt that the world as we know it will change as a result of the COVID-19 outbreak and subsequent shutdowns. But how much? No one truly knows, but there is little doubt the task of investment and financial advisers has becoming increasingly difficult. With bond markets offering little to no income and…
Drew Meredith | 6th May 2020 | More