Greg Sharenow
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OPEC+ strategies and geopolitical tensions could roil markets.
Adding real assets to a stock and bond portfolio can help boost returns and smooth volatility when inflation runs above 2%.
There are material short- and long-term implications for hydrocarbon markets following the COP28 meeting in Dubai, including tailwinds to oil
Commodities stand to benefit from underinvestment and the clean energy transition.
The Strategic Case for Commodities
With their ability to act as an inflation hedge, diversifier and return enhancer, commodities should be considered an important portfolio allocation over the long term.
Despite macroeconomic headwinds, commodities markets may offer attractive return potential this year in light of ongoing supply constraints and China’s reopening.
Inflation Through the Lens of History
The state takes a long view on environmental policy, potentially benefiting California’s cap-and-trade program.
The escalation between Russia, Ukraine and the West has implications not just for energy, but for other commodities as well. Get our point of view on the fluid situation with Greg Sharenow, Head of Commodities, in this View From the Trade Floor.