Whether or not there is a COVID-19 second wave may be the determining factor in the presidential election. Jeff Weniger discusses the outlook for the most-watched swing states and what it means for the market.
On last week’s Behind the Markets podcast, Jeremy Schwartz spoke with Ed Morse, head of commodities research at Citi, about his global outlook for the commodities space.
With Iran backed into a corner, increased tension between the regime and the White House has resurrected talk of a closing of the Strait of Hormuz, the critical waterway by which the bulk of Middle Eastern oil must travel. Jeff Weniger discusses three key positions that may benefit from the current situation.
With oil two years along in a bull rally, it may be just a matter of time before the purported list of stock market obstacles starts to include retail gasoline pain.
Oil has recently shown signs of buoyancy after experiencing a brutal decline that lasted 18 months from the summer of 2014 through early 2016. Our Emerging Markets High Dividend strategy is particularly well positioned for rising oil and commodity prices.
Do commodities have a place in your portfolio? Historically, commodities have been an interesting “inflation hedge” type of investment. We know worrying about inflation has not been fashionable for the last five years, but going forward, we think it is important to consider that inflation may not be nonexistent forever.