Reap What You Sow

The role of commodities in a drought investment climate


Volatility in the financial markets triggered by mismatched expectations surrounding central bank policy, the likelihood of a hard landing for China, US growth, and Brexit, highlights both uncertainty and opportunity. There exist a myriad of interesting political and economic questions to ponder, but from an investor perspective there remains a more practical and immediate question - how to position portfolios for what seems to be a very nervous and choppy market. Even Goldman Sachs has turned...

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