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November 2016
Credence in the Commodity Revival

After hitting a 14-year low in January, commodity prices are staging a revival as producers scale back supply, slowly bringing the market back into balance. Our analysis indicates that the recovery path remains on track, and we expect supply and demand to be largely rebalanced by the end of 2017.

September 2016
Commodity Field Analysis in Action

As an active commodities manager, the strength of our expertise rests in the depth and rigor of our fundamental investment process. The team conducts bottom-up analysis focusing on supply and demand balances, inventory trends, valuation, market participant composition, technical data and structural curve analysis. 

April 2016
The Light at the End of the Tunnel

After an eight-year, 69% decline in the Bloomberg Commodity Total Return Index, we see growing signs that the market is beginning to resolve its oversupply situation, sowing the seeds of a sustainable recovery.

February 2016
Dr. Copper Is Dead (for Now)

Despite trading near seven-year lows, we expect copper prices to head even lower in the short term. But with copper prices this low, few producers are looking for new supply sources, setting up a potentially massive shortage toward the end of the decade.

Whitepaper October 2014
The Case for Allocating to Commodities

Over the past decade, investors have allocated to commodities to enhance portfolio diversification, hedge against unexpected inflation or event risk and participate in the secular bull market for basic materials. We make the case for an actively managed approach grounded in fundamental research.

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Cohen & Steers is a global investment manager specializing in liquid real assets, including real estate securities, listed infrastructure, commodities and natural resource equities, as well as preferred securities and other income solutions.

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