Tag Archives: commodities

Amy Myers Jaffe: Energy Markets and Musical Chairs

Ten years ago, we thought the world was running out of oil, that China and other emerging market countries would have insatiable energy demand growth, and that production costs would generally rise over time. That turned out to be wrong. Energy expert Amy Myers Jaffe explains why the world looks different today.

What’s changed? Read More

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Peak Oil and Runaway China: A Dangerous Combination of Memes

A pair of memes, working in concert, created a dangerous scenario for energy investors who thought that this time would be different. Read More

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Fixed Income in Emerging Markets: 2016 Bill of Health

Jason Voss, CFA, assesses three factors to understand the current bill of health for emerging market fixed-income investments. Read More

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A History of Virtual Currency: Why Bitcoins Shouldn’t Surprise You

Intrigue surrounding online currency is nothing new: Take a look at the exploitation, investment fraud, and government crackdowns in the virtual currencies that came before Bitcoin. Read More

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Dambisa Moyo on China’s Emerging Market Shopping Spree

Dambisa Moyo’s latest book examines what China’s resource acquisition strategy means for emerging markets. Moyo will be speaking at the 66th CFA Institute Annual Conference in Singapore. Read More

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The Allure of Farmland Investments: Consistent Performance, Low Correlation

Growth in the world population and demand for food bode well for the value and returns from direct investments in farmland and farmland-based funds. Read More

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Day Three Recap: Daniel Kahneman, Pension Finance, Commodity Stocks, and (Social) Network Theory

CFA Institute content director Jason Voss, CFA, provides a few highlights from the third day of the 65th CFA Institute Annual Conference in Chicago. Read More

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Investing in Commodities with Donald Coxe

Donald Coxe, one of the world’s best known commodity bulls, will be sharing his thoughts on investing in commodities at the 65th CFA Institute Annual Conference. Read More

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What Jim Rogers and Pippa Malmgren can learn from Shonda Warner

Veteran investor Jim Rogers prefers farmland over financial assets — delegates at the 65th CFA Institute Annual Conference can learn how to invest in farmland from Shonda Warner of Chess Ag Full Harvest Partners. Read More

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Jim Rogers: Bullish on China, Commodities, and Agriculture

The author, commentator, and global investor says agriculture “will be the next huge industry in the decades to come.” Read More

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