By Jim Wiederhold, Associate Director, Commodities and Real Assets at S&P Dow Jones Indices.
Several commodities made new all-time highs, as the global economy reflated, consumer confidence hit pre-pandemic highs, and housing prices in the US jumped the most in 15 years.
By Aneeka Gupta, Director of Research at WisdomTree.
Corn has had a strong run over the past year, and we expect strong fundamentals coupled with improving sentiment to continue to support its upward trajectory.
By the ETF research team at State Street Global Advisors.
Investment-grade credit was the darling of investors in 2020. Dramatically wider spreads to government bonds, following the March sell-off, coupled with a central bank backstop made IG credit an easy investment choice.
By FTSE Russell.
The rotation away from pricey defensive factors (notably Quality) into their cyclically sensitive counterparts (led by Value) went into overdrive in Q1 2021 as markets recalibrated expectations for a quicker post-crisis economic recovery.
By Anqi Dong, Senior Research Strategist at State Street Global Advisors.
In a reflationary regime shift with a favorable economic outlook, we see three industry opportunities that may benefit – banks, metals and mining, and retail.
By Mobeen Tahir, Associate Director, Research at WisdomTree.
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.
By Mobeen Tahir, Associate Director of Research at WisdomTree.
Strong fundamentals have driven aluminium prices in recent weeks. Can the rally be sustained going forward?
By Fran Rodilosso, Head of Fixed Income ETF Portfolio Management at VanEck.
Emerging market bonds historically do well in rising rate environments—particularly when rates rise due to higher growth prospects rather than a taper tantrum.
By Matthew J Bartolini, Head of SPDR Americas Research at State Street Global Advisors.
The current market environment appears highly conducive to sector investing based on two variables: correlation and dispersion.
By Fiona Boal, Head of Commodities and Real Assets, S&P Dow Jones Indices.
Despite giving up some of its recent gains in March, the S&P GSCI rose 13.5% in Q1 2021.