Price reaction to OPEC+ deal reveals the state of the oil market
Mobeen Tahir, Associate Director, Research, WisdomTree provides his view on the price reaction to OPEC+ deal and what this means for the state of the oil market. “Arguably,…
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A moment in markets – Commodity returns can be enhanced
In ‘A moment in markets – Are we in a commodity supercycle?’ the promising environment for commodities, especially sectors like industrial metals, was outlined. But for…
A moment in markets – Are we in a commodity supercycle?
The notion of a commodity supercycle is exciting for commodity investors. The term supercycle is used for a bull run that may extend for many years. What rouses investors is not…
Aluminium’s surge fuelled by fundamentals
Mobeen Tahir, Associate Director, Research, WisdomTree explores the recent ascent in aluminium, including the potential forces driving the surge. “After rising in lockstep…
A moment in markets – The evolving investment narrative surrounding metals
Investors are certainly not oblivious when it comes to expectations of a post-pandemic global economic recovery and the budding chatter about a new commodity supercycle. But the…
Silver outlook to Q4 2021: A year for the hybrid metal
Nitesh Shah, Director, Research, WisdomTree, provides his 2021 outlook for silver, including the potential drivers of performance and the continued recovery of…
A moment in markets – Dollar weakness bodes well for commodities
The US dollar has been meaningfully weak this year with most of the depreciation occurring since June. The dollar index spot rate – measured as the average exchange rate between…
Going green? The unexpected investments helping to reduce vehicle emissions
Globally about 15% of the world’s Greenhouse Gas (GHG) emissions come from the transportation sector. Despite improving fuel efficiency in cars over the past seven decades,…
A moment in markets – was it a shift in sentiment?
On Tuesday, 11 August, gold fell by over 5% and silver retreated nearly 15% prompting investors to wonder if there had been a material shift in market sentiment. Are defensive…
Gold on track to reach new highs
Gold is the only major commodity to post year-to-date gains in the first half of 2020. The COVID-19 crisis has ripped apart the playbook for 2020. The International Monetary Fund,…