Does the commodity rally have legs? episode artwork

EPISODE · Apr 11, 2024 · 14 MIN

Does the commodity rally have legs?

from Ninety One | The Big Picture

Global commodities prices as measured by the CRB Index have increased around 14% in 2024 and investors are becoming increasingly optimistic about a meaningful long-term up cycle. From copper to cocoa and gold to PGMs, George Cheveley explains the fundamentals behind the rally and the prospect of it persisting and considers the outlook for the share prices of resources companies. Hosted on Acast. See acast.com/privacy for more information.

Global commodities prices as measured by the CRB Index have increased around 14% in 2024 and investors are becoming increasingly optimistic about a meaningful long-term up cycle. From copper to cocoa and gold to PGMs, George Cheveley explains the fundamentals behind the rally and the prospect of it persisting and considers the outlook for the share prices of resources companies. Hosted on Acast. See acast.com/privacy for more information.

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Does the commodity rally have legs?

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This episode was published on April 11, 2024.

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Global commodities prices as measured by the CRB Index have increased around 14% in 2024 and investors are becoming increasingly optimistic about a meaningful long-term up cycle. From copper to cocoa and gold to PGMs, George Cheveley explains the...

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