Where are we in the commodity cycle?

Evolution of the current business cycle a boon

Rising trade tensions with China have dominated headlines and led to heightened volatility across risk assets, writes Ben Ross, portfolio manager of the Cohen & Steers Active Commodities fund.

The global economy is heating up and inflationary pressures are building, which means it is certainly an interesting time for commodities, given that the asset class is commonly used to hedge against inflation. 7IM returns to broader commodities for first time in five years but shuns gold Below, I look at where we are in the commodity cycle, and which macroeconomic themes are the biggest driving forces behind the asset class at the moment.   Stunted oil supply growth  Energy-related capital spending in North America is expected to increase this year, with much of it taking place ...