It is an important practical question but it is hard to untangle how commodity prices are determined
Everything from batteries, visual displays, catalytic convertors to military hardware are reliant upon rare earths in their production. Unfortunately, investment opportunities in rare earths are not as widely available as their potential uses
Commodities can provide portfolio diversification as well as a cushion against inflation shocks
Rising risk of inflation and geopolitical uncertainties are enhancing the role of commodities as a portfolio-diversifying strategy
Xiao Fu, the head of commodity market strategy at the Bank of China International, talks about what will arguably be the biggest infrastructure project the world has ever seen
InfluenceMap highlights 22 climate-themed funds with coal exposure, while State Street highlights ‘important nuances’ of climate-aware investing
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