Cameron Dawson, Chief Market Strategist of Fieldpoint Private, is joined by Brad Klein and Bob Hyman of CoreCommodity Management LLC to discuss their bullish outlook on the commodity complex.  They discuss the macro factors and specific supply/demand imbalances that are leading to recent higher prices, and why CoreCommodity Management thinks the rally in commodities in just getting started. 

Cameron Dawson, CFA is Chief Market Strategist at Fieldpoint Private

For more perspectives from Fieldpoint Private please visit: https://www.fieldpointprivate.com/category/investment-perspectives/

CoreCommodity Management is an independent investment advisor which has provided investment management services to sovereign wealth funds, public and corporate pensions, endowments and foundations, and other prominent institutional clients seeking commodities exposure.

For more information on CoreCommodity Management please visit: https://corecommodityllc.com

Cameron Dawson and Johnny Gibson work for Fieldpoint Private and are Investment Advisors registered with Fieldpoint Private Securities. All opinions expressed by Cameron or Johnny or any podcast guest are solely their own opinion and do not reflect the opinion of Fieldpoint Private. This podcast is for informational purposes only and you are encourage to speak with an investment professional before making any investment decisions. It is possible that clients of Fieldpoint Private will have positions in the securities discussed in this podcast. Fieldpoint Private Securities is an SEC registered broker dealer and Registered Investment Advisor and is a member of FINRA.

This content is for informational purposes only and based on information available when created. It is not an offer or solicitation, nor is it tax or legal advice. It does not consider your financial circumstances, objectives or risk tolerance and could be unsuitable for you. Fieldpoint Private encourages you to speak with an investment professional before making any investment decisions.

Cameron Dawson, Chief Market Strategist of Fieldpoint Private, is joined by Andy Rothman, Investment Strategist at Matthews Asia.  Andy brings his perspective on the regulatory crackdown in China, geopolitical concerns, and navigating Chinese markets.

Cameron Dawson, CFA is Chief Market Strategist at Fieldpoint Private

For more perspectives from Fieldpoint Private please visit: https://www.fieldpointprivate.com/category/investment-perspectives/

Andy Rothman is an Investment Strategist at Matthews Asia. He is principally responsible for developing research focused on China’s ongoing economic and political developments while also complementing the broader investment team with in-depth analysis on Asia. In addition, Andy plays a key role in communicating to clients and the media the firm’s perspectives and latest insights into China and the greater Asia region. Prior to joining Matthews Asia in 2014, Andy spent 14 years as CLSA’s China macroeconomic strategist where he conducted analysis into China and delivered his insights to their clients. Previously, Andy spent 17 years in the U.S. Foreign Service, with a diplomatic career focused on China, including as head of the macroeconomics and domestic policy office of the U.S. Embassy in Beijing. In total, Andy has lived and worked in China for more than 20 years. He earned an M.A. in public administration from the Lyndon B. Johnson School of Public Affairs and a B.A. from Colgate University. He is a proficient Mandarin speaker.

https://global.matthewsasia.com/our-people/andy-rothman/

Cameron Dawson and Johnny Gibson work for Fieldpoint Private and are Investment Advisors registered with Fieldpoint Private Securities. All opinions expressed by Cameron or Johnny or any podcast guest are solely their own opinion and do not reflect the opinion of Fieldpoint Private. This podcast is for informational purposes only and you are encourage to speak with an investment professional before making any investment decisions. It is possible that clients of Fieldpoint Private will have positions in the securities discussed in this podcast. Fieldpoint Private Securities is an SEC registered broker dealer and Registered Investment Advisor and is a member of FINRA. 

This content is for informational purposes only and based on information available when created. It is not an offer or solicitation, nor is it tax or legal advice. It does not consider your financial circumstances, objectives or risk tolerance and could be unsuitable for you. Fieldpoint Private encourages you to speak with an investment professional before making any investment decisions.

Cameron and Johnny speak with Tim Tully, Don Ullman, and Dan Napoli, members of Fieldpoint Private's own Board of Directors.  The discussion spans topics like the ramifications of huge fiscal and monetary policy intervention, finding investment opportunities at these valuations, and thoughts on how rapidly the financial industry is changing.

Johnny Gibson, CFA, CMT is Chief Investment Officer at Fieldpoint Private

Cameron Dawson, CFA is Chief Market Strategist at Fieldpoint Private

For more perspectives from Fieldpoint Private please visit: http://www.fieldpointprivate.com/What-We-Think

Cameron Dawson and Johnny Gibson work for Fieldpoint Private and are Investment Advisors registered with Fieldpoint Private Securities. All opinions expressed by Cameron or Johnny or any podcast guest are solely their own opinion and do not reflect the opinion of Fieldpoint Private. This podcast is for informational purposes only and you are encourage to speak with an investment professional before making any investment decisions. It is possible that clients of Fieldpoint Private will have positions in the securities discussed in this podcast. Fieldpoint Private Securities is an SEC registered broker dealer and Registered Investment Advisor and is a member of FINRA. 

This content is for informational purposes only and based on information available when created. It is not an offer or solicitation, nor is it tax or legal advice. It does not consider your financial circumstances, objectives or risk tolerance and could be unsuitable for you. Fieldpoint Private encourages you to speak with an investment professional before making any investment decisions.