*** Heading towards a new commodities cycle ? ***

The iron fist between Australia and China is a prelude to the reshuffling of global trade.

Sunny AM’s absolute return strategies team grows and will regularly publish detailed global macro research. On this month’s agenda, why focus on a country like Australia to find leading indicators on the evolution of energy and metal prices?

To better understand the manager’s reasoning (Etienne de Marsac) and the positioning of its fund, Sunny Patrimoine 2.0, León Campillo, CFA offers us a detailed analysis of the trade war between Australia and China.

To access the article, click here.