Blog

INVESTING INSIGHTS
AT WILLIAM BLAIR

Oil

Collapse of the Commodity Complex

Collapse of the Commodity Complex

The collapse in commodity prices over the past years is one concern driving underperformance and outflows in emerging markets. The decline in commodity prices is a supply and demand issue, in my view. Certainly, decelerating economic growth in China, the largest buyer...

Technology’s Impact on Oil Prices

Technology’s Impact on Oil Prices

Around this time last year, we were observing the reaction of the Middle East, most notably Saudi Arabia, to shale. The big issue was exactly what OPEC would endorse in terms of production. We seem to be past that now, and the old lines about the Stone Age ending when...

Left Menu Icon
 

Subscribe to Our Blog Now

Gain insights on macro market events, the economy, and investing strategies. Receive our latest blog posts in your Inbox.

SIGN UP