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Funds Blog
  • December 17, 2024
  • 100 comments
Brazilian Stock Market Drops $290 Billion

The complex landscape of Brazil's financial markets has recently been marked by significant turbulence. As foreign investors scramble to exit the Brazilian stock market, the underl...

Funds Blog
  • January 11, 2025
  • 136 comments
Recession, Inflation Weigh on Commodities

In the ever-fluctuating world of commodities, the guiding principle remains straightforward: buy in a bull market, sell in a bear market. This foundational strategy is why I frequently take a step bac...

Funds Blog
  • January 13, 2025
  • 121 comments
Challenges in Lithium Supply Flexibility

In recent months, the lithium market has faced significant turbulence, primarily due to an excess supply of lithium that has led to plunging prices. This situation stems from a mismatch between supply...

Funds Blog
  • January 9, 2025
  • 104 comments
Has the Super Cycle of Commodities Arrived?

In a recent interview, the chief strategist for energy research at the Carlyle Group, Jeff Currie, shared insights that have drawn attention across financial circles. Currie, who had an extensive 27-y...

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Funds Blog
  • November 4, 2024
  • 102 comments
$1 Trillion Poised to Return to China's A-Shares?

The recent comments made by Stephen Jen, CEO of the UK hedge fund Eurizon SLJ Capital, have stirred significant discussions regarding the financial dynamics between China and the United States, partic...

Funds Blog
  • December 12, 2024
  • 75 comments
Global Oil Demand Peak Nears

Recently, the International Energy Agency (IEA) released its monthly report indicating a significant slowdown in global oil demand growth, strengthening expectations that demand may peak by 2030. Furt...

Funds Blog
  • November 21, 2024
  • 78 comments
The Fed's Rate Cut Outlook for 2025

The recent monetary policy meeting of the U.S. Federal Reserve has sent significant ripples through financial markets, reflecting the ongoing evolution of the economic landscape as America navigates i...

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Recession, Inflation Weigh on Commodities
Challenges in Lithium Supply Flexibility
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