Natural Resources: Inflation, Capital Cycles and ESG Distortions


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


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..

This quarter's

Natural Resource
Market Commentary