Agricultural commodities

From Black Sea port shutdowns to a looming El Niño, Morgans explains why soft commodities are “ripening” and how to play it.

In this article we look forward to 2024

Prioritise companies that produce needs rather than wants in a difficult macro environment.

Agriculture provides a unique kind of non-correlated return in portfolios.

Climate patterns may have more meaning for inflation and investing than you initially expect.

Daniel Sullivan, Head of Global Natural Resources at Janus Henderson, knows what it takes to be a long-term leader in the commodities arena.

The last time Australia had a full formal meeting with the Chinese President was in 2016. A more hopeful time when we'd signed an extensive free trade agreement only...

Nearly eight months ago, the world watched in horror as Russian forces invaded Ukraine. We gravely overestimated Putin’s interest in diplomatic relations (or...

As recent weeks have emphasised, volatility is back. And it’s highlighted the speculative nature of commodities, as whipsawing sentiment surrounding the war in Ukraine...

Gold’s retreat from near-record levels has put a stop to the re-rating of the leading gold stocks, for the time being at least. The re-rating got going at least 10...