US investment grade credit suffered in Q1 2021 on the back of rising Treasury yields. Outright yields are now higher and spreads to government bonds a little wider, which should appeal to European investors in particular. Yield spreads to Euro cre...

Mobeen Tahir, Associate Director, Research, WisdomTree Mobeen Tahir In ‘A moment in markets – Are we in a commodity supercycle?’ the promising environment for commodities, especially sectors like industrial metals, was outlined. But for inve...

China led the world in the post-Covid economic rebound, and the market has expected monetary policy to follow suit and tighten back to more normal levels. But so far this year, the opposite has happened - short-end rates have remained low while br...

Mobeen Tahir, Associate Director, Research, WisdomTree Mobeen Tahir The notion of a commodity supercycle is exciting for commodity investors. The term supercycle is used for a bull run that may extend for many years. What rouses investors is...

César Pérez Ruiz, Head of Investments & CIO Pictet Wealth Management M&A (mergers and acquisitions) activity is on the rise, as companies coming out of the pandemic with strong balance sheets shop for buying opportunities. Last week AC...

Mobeen Tahir, Associate Director, Research, WisdomTree Mobeen Tahir After rising in lockstep with the broader industrial metals basket since last year, aluminium prices have taken the lead in recent weeks (see figure below). Aluminium’s uses...