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Commodities and inflation: The long and short of it

06 December 2022 • By Michael Ponikiewicz and Thomas Dobler • 1 min read

Commodities and inflation: The long and short of it

The world’s emergence from COVID-19 and the war in Ukraine have boosted the prices of commodities, from oil and gas to gold, wheat, and beef. With i...

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Commodities and inflation: The long and short of it

Improving returns through smarter trading

Stockbrokers, smaller institutions, financial advisory groups, family offices and other wholesale investors can improve efficiency and even returns by...

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Commodities and inflation: The long and short of it

Private companies proving increasingly attractive to ESG investors

Private equity asset managers committed to ESG investing now manage over US$3 trillion (almost $4 trillion), or 36 per cent of the value of total glob...

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Commodities and inflation: The long and short of it

ESG: Managing risks and capitalising on opportunities in M&A transactions

The rising focus in the Australian market on environmental, social and governance (ESG) issues is now finding its way into more and more acquisitions,...

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Commodities and inflation: The long and short of it

Smart ways to invest in the energy transformation

The Federal Government has released its first offshore petroleum exploration permits, ensuring growth in the oil and gas sector at a time when it is s...

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Commodities and inflation: The long and short of it

Increasing access to private assets and what it really means

Access to private assets has broadened from institutional investors to high-net-worth investors and advised clients, with ultimately good risk and ret...

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Commodities and inflation: The long and short of it

Global REITs present attractive opportunity

Fundamentals remain strong amid sell-off in public markets. This year has brought a large disconnect between the value of publicly listed REITs an...

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Commodities and inflation: The long and short of it

Looking at COP27: The divide between developed and developing economies

The global economy is stuttering under the weight of back-to-back and mutually reinforcing supply shocks. While the recovery from the COVID-related re...

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Commodities and inflation: The long and short of it

The risk framework: Sentiment, positioning and valuation

There are countless books on financial theory that explore the idea of risk as volatility. This academic concept has real world implications and it is...

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Commodities and inflation: The long and short of it

Tough times call for quality stocks but finding them is harder than it looks

The sell-off in equity markets this year has many investors naturally looking for a defensive strategy. One such option is to shift into quality compa...

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