rising commodity prices

Investment Strategy

A different kind of boom

Australian mining booms have traditionally been followed by bust, but when the current cycle fades, the floating currency will insulate the economy from a hard landing, according to a research note from HSBC. HSBC’s chief economist for Australia and New Zealand, Paul Bloxham, says that the current mining boom – which he says has some […]
Investment Strategy

Food crisis looms,warns GMO boss

Global investors should have as much as 30 per cent of their portfolios exposed to natural resources, more than double the current market average, because of a burgeoning worldwide food crisis, GMO’s Jeremy Grantham says. The droughts afflicting farmers in the US and the subsequent spike in food commodity prices are just forerunners to the […]