Deglobalization has evolved from an abstract concept to a harsh reality and portfolio managers must increase weightings of alternative investments to reflect the new paradigm, argues these researchers.
The last bearish overhang for crude — Venezuela — is now gone. Why one trader says oil will follow in gold’s footsteps.
Energy bears had one last hope: a Venezuelan production ramp. That’s over and the energy sector has never been cheaper, says Kevin Muir.
