Commodities

The Institutionalization of Gold

Author: Bruce Liegel Executive summary: * How gold, in a bull market since 2000, has become 'institutionalized' * A look at gold ETFs, and the role of central banks, inflation and interest rates * And a wider market outlook for gold as well as silver, palladium and platinum Introduction Our previous
The Institutionalization of Gold

Commodities as an Investment Option

Author: Bruce Liegel Over the last year, there has been a lot of speculation that we are in the early stages of another commodity super cycle. The goal of this paper will be to break down the macro commodity opportunities and take a deep look at the economics driving the