Author Archives: Adam Havryliv

Last year we observed that a host of commodity markets were rallying (see our post on cotton markets). At the time, commentators weren’t predicting the rapid world changes that the last six months have delivered. Globally, inflation is in the high single digits, commodity prices have soared, bond markets crashed, equities have dramatically corrected, andContinue reading “Investing During Challenging Markets”

Although there is an abundance of press about bonds, equities and property, it’s much harder to find commentary about less readily accessible financial instruments. The ABC reported recently that cotton prices have reached decade-highs and provided some views as to why (https://www.abc.net.au/news/2021-10-09/cotton-prices-soar-for-australian-growers/100520118). What’s far more interesting to us at ECCM is that cotton is oneContinue reading “Accessing Alternative Assets”