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Commodity run dwarfs oil spat as emerging markets set to win Commodity run dwarfs oil spat as em. For some of the worlds biggest money managers, the OPEC+ oil-price feud is little more than a sideshow when it comes to emerging markets. Investors and strategists at JPMorgan Chase and Goldman Sachs say the post-pandemic economic recovery will stoke demand for raw materials across the board, buoying commodity-sensitive assets regardless of whether a crude accord is reached. Russia and Colombia are among the countries that stand to benefit in particular, according to Whitney Baker, the New York-based founder of Totem Macro, which advises funds overseeing more than $3 trillion.

United arab emiratesUnited statesSaudi arabiaCity ofUnited kingdomWhitney bakerKamakshya trivediBhanu bawejaZach pandlPierre yves bareauJeff currieTayyip erdoganChris turnerHasnain malikBen bartensteinGoldman sachs