Rather than trading in completely random patterns markets often move in rotations. Capital is constantly flowing across sectors, geographies, and asset classes, concentrating in areas where growth, ...

From the heatmaps above, we have each row representing a commodity sector and the four different lookback windows across the columns. For Energy and Livestock sectors, the 1m-0m windows are favourable ...

Long-only commodity exposure delivered through futures is influenced by roll yield and term structure effects, not just changes in spot prices. Curve- and carry-focused frameworks are designed to ...

In 2026, currency markets are likely to stay tightly linked to inflation trends, shifting growth expectations, and sudden changes in risk appetite. Why does that matter so much? For South African ...