commodity and resources
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 10, 2022 by James Aitken · across every show →
Everything said about commodity and resources, oldest first
Mar 10, 2022 bullish
Commodity-tilted portfolios will outperform amid rising global resource nationalism
“Suffice to say, I would imagine that portfolios that continue to be structurally turned towards commodity and resources are going to do well, because I think we're probably on the front edge of a sustained period of commodities nationalism, which serves to bro…”