Not satisfied with the state of economic research, we set out to build our own set of tools that answered the questions we had about financial markets, asset allocation and asset management.
Our diverse team of experts has created a robust, repeatable and scalable set of tools that works across cycles. The result? A data-driven framework that gives you the actionable advice you need to make sound investment decisions.
We incorporate outsider and insider views, giving you an objective and comprehensive overview of leading indicators and emerging trends. We focus on looking forward so that you can make the best decisions for the future, whether you’re an individual or an institution.
The Next Commodity Supercycle
We are on the cusp of a new commodity supercycle…
The long era of monetary-policy dominance is over, leading to a heightening of inflation risks not seen since the 1960s. Investors are deeply underweight and will need real assets such as commodities as a hedge against inflation. Commodities are generationally cheap, both compared to themselves and to other assets…
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