Gavin Wendt

It’s worthwhile reflecting on the impact of Donald Trump’s election victory on commodities so far. In the immediate aftermath, we witnessed a surge in commodity prices pretty much across the board, with the obvious exception of gold – viewed by some as a likely laggard investment in the growth-fuelled Trump... Show More

John Robertson

Palladium prices have fallen 14% during June prompting us to ask whether the prices of the major precious metals are set to converge. By definition, any discussion about convergence implies some prior disparity in performance. Deviations from the average can be large and prolonged. Since the beginning of 2013 (... Show More

ETFS: 'Palladium Rises to 33-Month High on South Africa Strike. Palladium futures jumped to the highest since August 2011 on concern that supplies will be disrupted in South Africa, the world's second-largest producer. Platinum also gained. Members of the Association of Mineworkers and Construction Union, the biggest labor organization at... Show More