Industrial metals and mining are bouncing back together

Industrial metals have rallied this year on healthy demand and lower supply, and bellwether firms in related sectors have reported upbeat earnings and outlooks. We see stability ahead in industrial metals commodities prices but are selective in related stocks and bonds. The BlackRock Blog Industrial metals have generally outperformed their commodity peers this year, with copper […]

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An obscure market indicator could be very useful for investors

History since the turn of the millennium has been marked by several themes: an ever growing dependency on smart phones, the recent trend towards populism and the economic rise of China. Negative stock-bond correlations rarely make the list. Admittedly not quite rising to the significance of the smart phone, but this is a big deal from the […]

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