- Alternative Assets
- Global Macroeconomics
- Markets
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- Portfolio Management
- Quarterly Global Valuations
- Wealth Management
Real Assets
Firm
Type
Commodities
July 2026
Securing the Oil and Gas Resources of the Future
BCG
Research
12 Pages
The authors examine why oil and gas reserve longevity is reemerging as a key valuation driver after years of investor focus on capital discipline.
Alternative Assets
July 2026
Farmland Fundamentals: Understanding the Asset Class
Peoples Company
Research
8 Pages
Peoples Company explains how farmland generates returns through lease income, long-term appreciation, and inflation protection.
Alternative Assets
July 2026
Why Invest in Farmland?
Manulife
Research
20 Pages
Manulife Investment Management explains why farmland can serve as a long-term real asset by combining income, capital appreciation, inflation sensitivity, and diversification.
Alternative Assets
July 2026
Rethinking Diversification: Bonds, Commodities and Trend in the Current Market Regime
Aspect Capital
Research
10 Pages
Aspect Capital examines whether the investing environment that supported the classic 60/40 portfolio is giving way to a new regime shaped by inflation, deglobalization, and geopolitical instability.
Alternative Assets
July 2026
Commercial Real Estate: Why One of the Most Challenging Headlines Is Now One of the Cheapest Assets
Ares Management
Research
12 Pages
Ares Management explains why commercial real estate may now offer one of the most attractive risk-reward setups after years of negative headlines.
Alternative Assets
June 2026
2026 Direct-to-Consumer Wine Report
Silicon Valley Bank
Research
57 Pages
Silicon Valley Bank examines how the direct to consumer wine channel is navigating a difficult demand environment while revealing why some wineries continue to grow.
Alternative Assets
June 2026
Why Owning the Moment Wins in a Changing Alcohol Market
BCG
Research
8 Pages
The authors examine how alcohol companies can grow in a slowing market by focusing on specific consumption occasions rather than broad demographic trends.
Alternative Assets
June 2026
A “super El Niño” Threatens Waves of Commodity-Driven Inflation Into 2027
Schroders
Article
1 Pages
Schroders examines how a potentially strong El Niño, combined with fertilizer disruptions and energy market stress, could fuel another wave of global food inflation.
Alternative Assets
June 2026
A Comprehensive Guide to Private Infrastructure
Ares Management
Research
32 Pages
Ares Management examines how private infrastructure has evolved from traditional utilities and transportation assets into a broader opportunity set tied to digitalization, electrification, and AI.
Alternative Assets
June 2026
Beyond Bitcoin – The Manager Perspective: Why Digital Asset Benchmarking Is Entering a New Era
S&P Global
Article
6 Pages
S&P Dow Jones Indices argues digital asset managers need benchmarks that match their actual opportunity set, not default Bitcoin or S&P 500 comparisons.
Alternative Assets
June 2026
The Collectible Market Bubble and Burst: Evidence from the Pre-and Post-COVID Stimulus Cycle, 2020-2025
Research
34 Pages
Arthur Mota examines how COVID era liquidity may have helped inflate collectible markets like Magic: The Gathering cards and classic cars. MTG Reserved List cards gained 165% during the stimulus window, but cars look more tied to the chip shortage once supply effects are controlled.
Alternative Assets
June 2026
The Future of Digital Assets
BCG
Research
68 Pages
Boston Consulting Group frames digital assets as a strategic infrastructure transition for banks, not a niche crypto theme.
Asset Allocation
May 2026
Commodities, Real Assets and the Return of the Physical Economy
AllianceBernstein
Research
32 Pages
AllianceBernstein argues that commodities and industrial metals are becoming more strategically relevant as geopolitics, AI infrastructure, and resource nationalism revive the physical economy.
Alternative Assets
May 2026
In Wine Country, Sales Are Down and Fraud is Rampant
The New York Times
Research
5 Pages
The New York Times looks at why wine fraud keeps surfacing as the industry faces weaker demand, climate pressure, and financial strain.
Commodities
May 2026
The return of history: gold, the dollar, and the monetary future
Deutsche Bank
Research
18 Pages
Deutsche Bank Research Institute examines how geopolitics may be pushing central banks back toward gold and away from the dollar.
Commodities
May 2026
How Fast Can Gulf Production Recover After Reopening?
Goldman Sachs
Research
11 Pages
Goldman Sachs analyzes how quickly Gulf crude production could rebound after the Strait of Hormuz reopens.
Alternative Assets
April 2026
Crypto Market Review Q1.26
Bitwise
Research
60 Pages
Bitwise Asset Management reviews Q1 2026 as a difficult period for crypto prices, but argues the underlying data points to early-stage recovery dynamics.
Alternative Assets
April 2026
REITs vs. Private Real Estate Funds: Partners, Not Rivals: Comparing Top Performing Funds
Nareit
Research
7 Pages
Nareit compares REITs with private real estate funds and finds listed real estate held up better across the return distribution.
Alternative Assets
April 2026
Understanding the rise and recent fall in gold prices
Apollo
Research
26 Pages
Apollo’s chart book looks at why gold prices have increased so much since 2022, and why they have declined more recently.
Alternative Assets
April 2026
My Quest to Solve Bitcoin’s Great Mystery
The New York Times
Article
40 Pages
Bitcoin’s founder, Satoshi Nakamoto, has remained hidden for 17 years. A trail of clues — and a year of digging by our reporter, John Carreyrou — led us to a 55-year-old computer scientist in El Salvador named Adam Back.
Alternative Assets
April 2026
Purdue Agricultural Economics Report
Purdue University
Research
82 Pages
Purdue’s annual outlook surveys the 2026 U.S. and Indiana farm economy, from crop margins and credit to farmland and regional conditions.
Alternative Assets
April 2026
Emotional Yields of Collectibles
Research
100 Pages
Using up to 110 years of collectibles returns for 13 distinct asset classes, Elroy Dimson and others estimate a positive emotion yield for emotional yield for 24 of our 30 collectibles, with an annualized mean (median) of 2.64% (2.53%).
Alternative Assets
March 2026
The Art Basel & UBS Art Market Report 2026
UBS
Research
247 Pages
The tenth edition of The Art Basel and UBS Global Art Market Report depicts a global art market returning to growth in 2025 as both dealer and auction markets strengthened.
Alternative Assets
March 2026
An Index of Commodity Futures Returns Since 1871
Research
22 Pages
The authors document the returns to a broadly diversified index of commodity futures over more than 150 years of U.S. market history.
Commodities
March 2026
What’s the best way to think about oil & gas shocks by country during the Iran war?
J.P. Morgan Asset Management
Article
3 Pages
Michael Cembalest says when we think about the oil & gas shock affecting different countries, we focus on total oil consumption (irrespective of domestic oil production since oil is a global market) and imported gas (since domestic production is typically shielded from price shocks).
Alternative Assets
March 2026
A Year of Increasing Scale and Diversification
BCG
Research
32 Pages
Boston Consulting Group argues private infrastructure is regaining momentum after two difficult years.
Global Macroeconomics
March 2026
Hormuz Disruption May Impact Global Agriculture Prices
Goldman Sachs
Research
11 Pages
Goldman Sachs explains how the disruptions to the Strait of Hormuz impacts the global nitrogen fertilizer market (which accounts for 60% of global fertilizer use), and why the Middle East conflict underscores the role of commodities as a hedge against supply disruptions.
Alternative Assets
March 2026
Securing Tomorrow’s Harvest: European Farmland as a Strategic Sustainable Investment
BNP Paribas Asset Management
Research
44 Pages
BNP Paribas provides an overview of European farmland.
Commodities
March 2026
A crude awakening
Carlyle
Research
8 Pages
Jeff Currie and James Gutman examine how a disruption in the Strait of Hormuz could affect global energy security, commodity markets, and capital allocation during an incomplete energy transition.
Alternative Assets
February 2026
The Boost From the Hard Assets Rotation
Goldman Sachs
Research
22 Pages
Following a strong and volatile start for commodities in 2026, Goldman Sachs analyzes how sustained investor diversification into hard assets would affect commodity prices.
Alternative Assets
February 2026
State of the U.S. Wine Industry 2026
Silicon Valley Bank
Research
49 Pages
Silicon Valley Bank's published their 26th annual report on the State of the U.S. Wine Industry, which it says is stabilizing after revenue declined by 2% in 2025.
Alternative Assets
February 2026
Copper in the Age of AI: Challenges of Electrification
S&P Global
Research
116 Pages
S&P Global's comprehensive study identifies a transformative trajectory for copper demand, projecting a surge from 28 million metric tons in 2025 to 42 million metric tons by 2040 – a 50% increase that underscores the metal's pivotal role in multiple technological and economic domains.
Market Outlooks
February 2026
2026 U.S. Real Estate Market Outlook
CBRE
Research
38 Pages
CBRE forecasts commercial real estate investment activity to increase by 16% in 2026 to $562 billion, nearly matching the pre-pandemic (2019) annual average.
Annual Report
January 2026
Decarbonization: Parameters, Dollars and Sense, Electrons Photons Molecules
Nat Bullard
Research
200 Pages
Nat Bullard’s annual presentation covers all that matters in our energy, industry, technology, and transport systems, and equally about how those systems engage with each other, and interact in our atmosphere.
Alternative Assets
December 2025
Golden Fears
Man Group
Research
29 Pages
Henry Neville argues that while gold has historically provided modest hedging against inflation and equity drawdowns, its current behavior, logistical costs, and uncertain long-term demand dynamics mean it should be a limited, not central, defensive allocation in portfolios.
Market Outlooks
December 2025
2026 Outlook: Ride the Power Race and Supply Waves
Goldman Sachs
Research
18 Pages
The US-China AI and geopolitical power race and global energy supply waves drive Goldman Sachs’ analysts' key convictions.
Market Outlooks
December 2025
10 Crypto Predictions for 2026
Bitwise
Research
28 Pages
Bitwise shares 10 predictions for 2026.
Market Outlooks
December 2025
2026 REIT Outlook Optimizing Returns Through a Global Lens
Nareit
Research
11 Pages
Nareit outlines how global REITs can help investors optimize returns by moving beyond domestic home bias into diversified listed real estate markets.
Market Outlooks
December 2025
2026 Crypto Market Outlook
Coinbase
Research
70 Pages
Coinbase Institutional outlines how crypto is maturing into a core part of global market infrastructure in its 2026 outlook.
Alternative Assets
December 2025
State of Crypto 2025: The year crypto went mainstream
Andreessen Horowitz
Research
54 Pages
a16z crypto surveys how stablecoins, institutional participation and real world use cases have pushed crypto into a more mature phase.
Market Reports
December 2025
The Future of Oil to 2050
Morningstar
Research
40 Pages
US oil production demand is expected to be resilient throughout the mid-century, despite the energy transition to electrification.
Alternative Assets
December 2025
Gold Outlook 2026 : Push ahead or pull back
World Gold Council
Research
12 Pages
After Gold's remarkable 2025, achieving over 50 all-time highs and returning over 60%, the World Gold Council predicts 2026 be shaped by ongoing geoeconomic uncertainty.
Alternative Assets
December 2025
Gold: Bugs, Bears and Myths
Man Group
Research
13 Pages
Man Group evaluates gold’s role in portfolios at record prices, emphasizing diversification and risk mitigation rather than return maximization.
Alternative Assets
November 2025
StepStone Real Estate House Views
Stepstone
Research
86 Pages
StepStone provides an update on the real estate market, which they say is pricing around cycle bottom amid elevated uncertainty and slower growth globally.
Alternative Assets
October 2025
Real Estate Reset: Capitalizing on Record Dispersion
Davidson Kempner
Research
11 Pages
Davidson Kempner analyzes how the global commercial real estate (CRE) market is undergoing a structural reset amid higher interest rates, divergent rent growth, and regional valuation gaps.
Alternative Assets
September 2025
Bitcoin vs. Gold: The Future of Central Bank Reserves by 2030
Deutsche Bank
Research
18 Pages
Deutsche Bank explores whether Bitcoin could join gold as a central bank reserve asset by 2030.
Global Macroeconomics
August 2025
The New Joule Order
Carlyle
Research
27 Pages
Jeff Currie posits that energy security, rather than climate concerns, is now the primary driver of the global energy transition.
Alternative Assets
August 2025
Worth Its Weight
D.E. Shaw & Co.
Research
10 Pages
D.E. Shaw & Co. examines the role of gold as a “non-productive store of value” and its potential diversification benefits amid inflation uncertainty, shifting monetary regimes, and geopolitical tension.
Markets
June 2025
Bend, Not Break: Investing in Real Estate Amid Economic Uncertainty
PIMCO
Research
11 Pages
PIMCO offers a measured outlook for commercial real estate amid persistent macroeconomic uncertainty—sticky inflation, tight credit, and geopolitical tension—highlighting pockets of regional resilience like Europe, Japan, and Australia.
Alternative Assets
May 2025
Will lower oil help the economy?
BCG
Research
16 Pages
BCG’s Macroeconomics & Energy groups answer the following questions.
Energy
May 2025
Energy Transition: Utilities and Electricity Grids
Deutsche Bank
Research
22 Pages
Deutsche Bank provides an overview of electricity and grid development, a summary of investment trends in grid expansion, capital expenditure requirements and regulatory developments, and the investment case for Utilities.
Alternative Assets
April 2025
Gold $5,000?
Research Affiliates
Research
11 Pages
Professor Campbell Harvey says gold’s recent price surge is largely driven by current economic uncertainty as well as a wave of new investment sources, including gold ETFs and China’s de-dollarization efforts.
Markets
March 2025
Heliocentrism
J.P. Morgan Asset Management
Research
55 Pages
J.P. Morgan’s “Eye on the Market” commentary titled Heliocentrism explores the growing dominance of AI and the “Magnificent Seven” tech stocks within U.S. equity markets.
Alternative Assets
March 2025
Is the Green Energy Transition Dead?
Bridgewater
Research
18 Pages
Bridgewater Associates argues that the global energy shift is not a true "transition" but rather an "energy addition," where renewables are expanding alongside—not replacing—fossil fuels.
Alternative Assets
January 2025
The Year Ahead in Crypto
Pantera Capital
Research
12 Pages
Pantera Capital lays out its 2025 crypto outlook, arguing the industry is entering a structural adoption phase driven by infrastructure, developers, and real-world applications.
Industry Reports
January 2025
Decarbonization: 2021, The Complex, Reagents
Nat Bullard
Research
200 Pages
Nathaniel Bullard's 2025 decarbonization presentation offers a comprehensive analysis of global climate and energy trends, emphasizing the interplay between technology, capital markets, and policy.
Crypto
December 2024
In Crypto We Trend
Man Group
Research
7 Pages
Man Group explains that cryptocurrencies may be well suited to trend-following approaches due to their inherent liquidity, volatility and lack of fundamental valuation anchors.
Markets
December 2024
10 for 10: Themes for the Next Decade
Man Group
Research
9 Pages
Man Group presents ten secular investment themes expected to shape markets over the coming decade, grounded in geopolitical shifts, structural economic changes, and technological disruption.
Alternative Assets
August 2024
Total REIT Industry Tracker Results 2024 : Q2
Nareit
Research
33 Pages
Nareit provides an update on the U.S. listed REIT industry’s operating and dividend performance.
Alternative Assets
June 2024
2024 Statistical Review of World Energy
Energy Institute
Research
76 Pages
This annual report covers the record year for energy in terms of both production and consumption, providing overviews of different energy sources - oil, natural gas, coal, nuclear, electric & more.
Markets
March 2024
Eye on the Market: Electravision
J.P. Morgan Asset Management
Research
56 Pages
Michael Cembalest reviews the progress and pitfalls in the global energy transition, particularly focusing on electrification, renewable deployment, and related infrastructure.
Alternative Assets
February 2024
Crypto Factor Investing
Sparkline Capital
Research
9 Pages
Sparkline Capital applies a factor-based framework to digital assets, identifying four key factors—market, size, momentum, and intangible value—that have historically delivered excess returns.
Real Estate
December 2023
Total REIT Industry Tracker Results 2023:Q3
Nareit
Research
33 Pages
Nareit presents its T Tracker Results for 2023 Q3, a quarterly view of the operating performance of United States listed REITs.
Real Assets
July 2023
Real Assets Market Overview
Hamilton Lane
Research
96 Pages
Hamilton Lane maps the landscape of private real assets across infrastructure, real estate, energy, agriculture, mining and timber.
Farmland
June 2023
U.S. farmland investment returns: continued gains in 2022
Manulife
Research
11 Pages
Manulife Investment Management reviews U S farmland investment returns and how continued gains in 2022 support the asset class.
Alternative Assets
January 2023
Cross-sectional Momentum in Cryptocurrency Markets
Starkiller Capital
Research
14 Pages
Starkiller Capital explores whether short term cross-sectional momentum exists in crypto and how to trade it sensibly.
Farmland
January 2023
The power of private real assets
Nuveen
Research
16 Pages
Nuveen outlines why private real assets across farmland, timberland, infrastructure and commercial real estate can improve institutional portfolios.
Alternative Assets
January 2023
Decarbonization: The long view, trends and transience, net zero
Nat Bullard
Research
141 Pages
Nat Bullard maps the 2023 state of decarbonization through technology, capital, and policy lenses, focusing on what drives durable change.
Alternative Assets
July 2022
The State of U.S. Early-Stage Venture Capital & Startups: 2Q22
AngelList
Research
21 Pages
The authors review how early stage venture conditions shifted in 2Q22 as the broader market sold off.
Alternative Assets
July 2022
Battery Metals Watch: The End of the Beginning
Goldman Sachs
Research
21 Pages
The authors argue the battery metals bull market has peaked, with supply growth set to outrun demand across lithium, cobalt, and nickel.
Alternative Assets
June 2022
An Investor’s Guide to Crypto
Man Group
Research
29 Pages
The authors explain how investors can approach cryptocurrency allocations beyond bitcoin, focusing on what tokens do and how to own them responsibly.
Alternative Assets
May 2022
Public Natural Resource Equities
Meketa
Research
15 Pages
Meketa Investment Group examines whether public natural resource equities still provide meaningful protection against inflation in today’s economy.
Global Macroeconomics
May 2022
Putin’s Invasion Reminds Us That We Live in a Finite World
GMO
Research
4 Pages
GMO’s Jeremy Grantham uses the invasion of Ukraine as a lens on long running constraints in energy, metals and other natural resources.
Alternative Assets
April 2022
U.S. Farmland Sector Primer
Green Street
Research
81 Pages
Green Street explores U.S. farmland as a large but under-owned real estate sector offering stable, long-term returns with unique characteristics versus traditional assets.
Alternative Assets
August 2021
Gold As A Strategic Allocation
Meketa
Research
16 Pages
Meketa Investment Group explores whether gold deserves a permanent role in institutional portfolios, focusing on its behavior across inflation regimes, real yields, and market stress.
Alternative Assets
August 2021
Understanding Wine Grape Farmland Investing
Westchester
Research
8 Pages
Westchester explores wine grape farmland as an institutional asset, outlining why U.S. vineyards may offer attractive risk adjusted returns and portfolio diversification benefits.
Alternative Assets
July 2021
2021 Farmland Report
Nuveen
Research
36 Pages
Nuveen’s Westchester farmland report explores how global agricultural land functions as an institutional asset, focusing on returns, diversification, and sustainability.
Alternative Assets
May 2021
U.S. Agriculture & Timber Market Update
PGIM
Research
35 Pages
PGIM Real Estate examines how COVID-era disruptions reshaped U.S. agriculture, farmland performance, and pricing dynamics across crop types and regions.
Alternative Assets
March 2021
Sustainable Farmland Investment In Brazil
Genesis
Research
35 Pages
Genesis examines sustainable farmland investing in Brazil, positioning it as a long-duration real asset with potential to benefit from global food demand and environmental constraints.
Alternative Assets
March 2021
Permanent crops and investment opportunity
Manulife
Research
13 Pages
Manulife Investment Management explores the investment case for permanent crops, positioning them as a long-duration real asset tied to global food demand and sustainability trends.
Alternative Assets
January 2021
Real estate stocks: A wedge in the dividend yield totem
Robeco
Research
6 Pages
Robeco explores the case for high dividend yield real estate equities, arguing that income-focused REIT strategies may be misunderstood and can offer attractive risk-adjusted returns beyond just yield.
Alternative Assets
October 2020
Think Real Assets
Nuveen
Research
16 Pages
Nuveen explores how real assets fit into portfolios as inflation risks re-emerge, framing them as a potential diversifier across real estate, infrastructure, and natural capital.
Alternative Assets
August 2020
Global Timber Outlook 2020
Gresham House
Research
60 Pages
Gresham House explores how climate change, urbanization, and decarbonization are reshaping global timber demand, with a focus on structural wood like coniferous sawnwood.
Alternative Assets
August 2020
Investing In Agriculture
PGIM
Research
25 Pages
PGIM explores how agriculture fits within institutional portfolios, positioning farmland as a real asset with income, diversification, and inflation-hedging characteristics.
Alternative Assets
May 2020
Real Estate Outlook US
UBS
Research
17 Pages
UBS examines how COVID-19 is reshaping US real estate markets, focusing on short-term disruption versus longer-term recovery dynamics.
Alternative Assets
May 2020
What’s In Your Real Asset Portfolio?
PGIM
Research
16 Pages
PGIM explores how a diversified real asset portfolio can deliver inflation protection and more resilient returns across cycles.
Alternative Assets
April 2020
An Investment Only A Mother Could Love: The Tactical Case
GMO
Research
8 Pages
GMO argues that natural resource equities, despite being deeply out of favor, offer a compelling opportunity driven by extreme undervaluation and long-term structural tailwinds.
Alternative Assets
October 2019
Global Real Estate Securities: Quarterly Update
Principal Asset Management
Research
14 Pages
Principal examines how liquidity conditions and short-duration fixed income positioning are shaping portfolio construction in a higher-rate environment.
Alternative Assets
May 2019
Real Asset Outlook
Verus Investments
Research
34 Pages
Verus explores the 2019 real assets landscape, arguing that traditional inflation hedges may be less effective as deflation risk quietly builds late in the cycle.
Alternative Assets
July 2018
Meketa on Natural Resources
Meketa
Research
23 Pages
Meketa Investment Group explores private natural resources as a real asset class, focusing on return drivers, diversification benefits, and inflation sensitivity across sectors like energy, mining, and agriculture.
Alternative Assets
May 2018
Real Estate Betas and Implications for Asset Allocation
Northern Trust
Research
13 Pages
Northern Trust examines how real estate behaves through a factor-based lens, arguing it is better understood as a mix of equity, credit, and sector exposures rather than a distinct asset class.
Alternative Assets
April 2018
LEGO – The Toy of Smart Investors
Research
27 Pages
The authors explore LEGO sets as an unconventional investment, analyzing their return profile, risk exposure, and diversification potential within a broader portfolio context.
Alternative Assets
September 2017
UBS Global Real Estate Bubble Index
UBS
Research
24 Pages
UBS examines how elevated housing prices, shrinking affordability, and tighter financing conditions are reshaping real estate bubble risks across major cities.
Portfolio Management
June 2017
A Factor Alpha Approach to REITs
O’Shaughnessy Asset Management
Research
6 Pages
O’Shaughnessy Asset Management argues public REITs are an overlooked area for factor investing, particularly through value, momentum, and quality signals.
Alternative Assets
May 2017
History of Institutional Farmland Investment
HighQuest Partners
Research
15 Pages
HighQuest Partners examines how farmland evolved from a fragmented agricultural holding into an institutional asset class tied to inflation protection, portfolio diversification, and global food demand.
Alternative Assets
November 2016
Emerging Trends in Real Estate: United States and Canada 2017
PWC
Research
108 Pages
PwC and the Urban Land Institute examine how political instability, capital flows, and shifting tenant preferences could reshape commercial real estate in 2017.
Alternative Assets
September 2016
An Investment Only a Mother Could Love: The Case for Natural Resource Equities
GMO
Research
12 Pages
GMO argues natural resource equities offer overlooked diversification, inflation protection, and long term return potential despite investor skepticism.
Alternative Assets
August 2016
Next Season’s Meager Harvest in Commercial Real Estate
Research Affiliates
Research
1 Pages
Research Affiliates examines why US commercial real estate may deliver weaker returns after a decade of unusually strong gains.
Alternative Assets
May 2015
Facts and Fantasies about Commodity Futures Ten Years Later
Research
30 Pages
The authors revisit the case for commodity futures a decade later, arguing the asset class still offers diversification and inflation sensitivity despite weaker post 2008 performance.
Alternative Assets
July 2014
A Farmland Investment Primer
GMO
Research
9 Pages
GMO explores farmland investing as a diversifying real asset tied to inflation protection, biological growth, and global food demand.
Alternative Assets
July 2014
A Farmland Investment Primer
GMO
Research
9 Pages
GMO explores why farmland has become an institutionalized asset class, highlighting its role as an inflation hedge, diversification tool, and source of biological yield.
Alternative Assets
September 2013
Pairs Trading with Commodities
Quantpedia
Research
2 Pages
Quantpedia summarizes a commodity pairs trading strategy that exploits temporary price divergences between historically linked futures contracts.
Alternative Assets
September 2013
The Investment Performance of Art and Other Collectibles
Research
19 Pages
The authors examine whether collectibles such as art, stamps, and violins deserve a place in an investment portfolio.
Alternative Assets
April 2013
Copper Inventories Rising
Research
1 Pages
McClellan Financial explains how rising copper inventories can provide an early signal about future copper prices and broader economic conditions.
Alternative Assets
February 2013
Gold Fundamentals: Still Positive
Boeckh Investment
Research
14 Pages
Boeckh Investments examines whether gold's long term bull market remains intact despite a sharp correction and growing investor skepticism.