We are positive towards commodity prices over a 12-month horizon and expect almost all to average higher year-on-year. In fact, we expect commodity prices to be one of the best performing asset classes over the coming quarters, boosted by both improving supply and demand fundamentals and rising global inflation.
With 2016 coming to an end, we highlight our key global views for the Food & Drink sector in 2017. It will be a difficult year for F&D majors, as they deal with declines in sales of traditional products in developed markets, as consumers move towards healthier, niche brands. Innovation and technology is playing a critical role in these markets, forcing the big companies to...
We expect the S&P GSCI Grains Index to maintain multi-year support around the 290 level over the coming months as we believe most of the bearish news regarding prices has been absorbed. Higher commodity prices, a return of headline inflation, and already-bearish sentiment will all contribute to higher grain prices.
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Thanks, BMI Research