Does the commodity rally have legs?
An episode of the Ninety One | The Big Picture podcast, hosted by Ninety One, titled "Does the commodity rally have legs?" was published on April 11, 2024 and runs 14 minutes.
April 11, 2024 ·14m · Ninety One | The Big Picture
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Summary
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.
Episode Description
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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