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Real Assets in an Age of Resource Anxiety
Resource politics has returned to the centre of economic life. The period that followed the collapse of the Soviet Union encouraged a belief in frictionless trade. Supply chains were treated as technical infrastructure, designed to optimise cost and efficiency rather than to withstand disruption. That framework no longer holds. Governments now view supply chains as […]
Gold and Silver: Who Co-ordinated The Selling?
A dominant driver feature of markets this week has been the news around index rebalancing. Large commodity benchmarks, most notably the Bloomberg Commodity Index, periodically adjust exposure to enforce diversification. When a commodity outperforms and grows beyond its permitted weighting, it must be reduced. The process is scheduled, rule driven, and indifferent to price or […]
