Natural Resources: Inflation, Capital Cycles and ESG Distortions

02/14/2022

Inflation is now running at 40-year highs. Natural resource stocks were top performers in 2021 and their leadership has continued into 2022.Could the 40-year bull market in bonds be coming to an end?

Q&A with Leigh Goehring & Adam Rozencwajg

06/27/2018

In our most recent webinar, we received many questions around energy market sentiment. In this blog post, we dive a little deeper on one particular question we were asked during the webinar: 

Q. When..

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