Latest / The Investment Perspective, with Ninety One
#39 Decoding supply and demand dynamics in commodity surge
A global commodity index has hovered near multi-year highs for months, but beneath the surface, individual commodities tell very different stories. George Cheveley delves into the supply-and-demand dynamics behind key commodities, including platinum group metals, copper, oil, and gold. He discusses what’s powering the rally, and what may lie ahead.
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The skinny
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