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Boom and bust: What impact has Covid-19 had on commodities cycle?

Boom and bust: What impact has Covid-19 had on commodities cycle? Taking a close eye on the mining sector Matthew Read of Quoted Data Matthew Re History shows that commodity cycles tend to be long. Back in the summer of 2019, Robert Siddles, the then-manager of what is now Brown Advisory US Smaller Companies, joked with me that commodity cycles tend to have ten up years, then 18 down years, so, with the last up cycle starting in the early 2000s, he planned to start looking at them again in 2027...
Robert Siddles Brown Advisory Us Smaller Companies Brown Advisory Quoted Data Matthew Read Coal Mining

Brown Advisory replaces top ten holdings in former Jupiter US Smaller Companies

Brown Advisory replaces top ten holdings in former Jupiter US Smaller Companies IT replaces healthcare as biggest sector IT replaces healthcare as biggest sector Brown Advisory has revamped the portfolio of the US Smaller Companies investment trust after winning the mandate from Jupiter Asset Management last year. Following the retirement of Robert Siddles, the £159m trust appointed Brown Advisory as investment managers, effective 1 April 2021. Since taking control of the trust, managers Chris...
United States Christopher Berrier Robert Siddles George Sakellaris Ensign Group Inc Common Stock

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