Category: Global Macro

14 Apr 2021
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: March 2021

Commodities have been the biggest topic so far this year, but we saw a small dip in performance in March due to the (unforeseen) bullish report released by USDA. Commodities are expected to pick back up in the following months, and overall are still performing high with positive double-digit returns for the year. In other […]

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02 Mar 2021
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: February 2021

Last year it feels like all we talked about was the rough performance of commodities and now we’re reading headline after headline of a 2021 commodity supercycle “driven by stimulus spending and a weaker US dollar” (SP Global). Up 15% for the year already, I think we’ll be talking about commodity performance for a good […]

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02 Oct 2020
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: September 2020

Ouch – after months of rallying classes, September was a rough one (almost a callback to our red wedding in March, but a little better). The September sell-off was all we needed to make nearly all the asset classes head right back into the red, and with anticipated volatility surrounding the election, and now with […]

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01 Sep 2020
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: August 2020

July to August was probably the least movement across that board that we’ve seen so far in 2020. U.S. stocks continue to top the board month over month, as well as U.S. real estate and commodities continuing to trail in the red. Are commodities going to be able to move out of double digit red […]

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