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.
What this episode covers
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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