Highlights

January 9

Strategy Buy in January, Sell in May? The seasonality of commodity performance

Most commodities outperformance is skewed to the early months of the calendar year, according to ETF Securities, one of the world’s leading independent providers of Exchange Traded Products (ETPs).

Opinion

What is the outlook for oil prices?

News

Big Shorts and Gold Rush dominate ETP flows

Archives

Latest articles

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July 2016

Strategy Gold & Mines – A good way to diversify in the current environment!

According to Arnaud du Plessis, CPR AM thematic equities manager specialising in gold and commodities, after the US Nonfarm Payrolls fell far short of expectations in early June, a further boost to the gold market was provided by the Brexit vote. The big winners are UK (...)

June 2016

Strategy Brexit dominated ETP flows last Friday

Investors frantically purchase Gold ETPs after Britain delivered a shock vote to leave the European Union with inflows of US$201m on Friday alone. US$180mn redemption in Short GBP ETPs following the vote. Long crude oil ETPs experienced limited outflows, whilst oil prices (...)

June 2016

News ETF Securities Revises Fair Value Target as Brexit Gold Rush Continues

ETF Securities has adjusted its fair value target for gold to $1400, amid a surge in appetite for the precious metal.

May 2016

Opinion Saudi Arabia heading towards a post-oil era…

It has taken a long time to Saudi Arabia to embark on a reform wave, but it seems that after eight decades of oil dependency, and under the current context of sustained low crude oil prices that pushed Saudi Arabia into a budget deficit of nearly $100bn last year (15% of (...)

April 2016

Opinion Oil : turning point is at hand

Roberto Cominotto, Investment Director for energy equities at GAM, is convinced that a sustainable turning point in the oil market is within reach, thanks to the decline in US production.

March 2016

Opinion Impressive rebound in risky assets

Although, panic has faded, growth outlook is still uncertain. Patrick Moonen, Principal Strategist Multi Asset at NN IP and Valentijn van Nieuwenhuijzen Head of Multi Asset at NN IP, have downgraded equities to neutral (...)

February 2016

Strategy Fed, Oil, yuan: towards a triple capitulation?

The first few days of the year were particularly challenging for capital markets. Further incertitude regarding the strength of the US cycle and the possibility that the Chinese economy is weathering a heavy depression drove risky assets lower, bucking the traditional (...)

February 2016

Strategy Commodities at peak bearishness, presenting major opportunity

ETF Securities, one of the world’s leading, independent providers of Exchange Traded Products (ETPs), believes commodity markets may be close to their most attractive ever after continued levels of bearishness.

January 2016

Innovation Euronext launches sugar contract

Euronext announced that it will be launching a new Sugar commodities futures contract in the autumn of 2016, subject to regulatory approval. Aimed at all the actors of the European Union Sugar ecosystem, the contract will allow the industry to hedge its positions against (...)

November 2015

Strategy El Niño: Winds of Change for Commodity Prices?

Based on their data, the National Oceanic and Atmospheric Administration (NOAA), the organization responsible for identifying global weather patterns, is predicting a greater than 90% chance that El Niño will continue through the northern hemisphere winter in 2015-2016 and (...)

October 2015

Opinion Outlook Brazil

Brazil is in recession territory. The country’s fiscal consolidation plan had a major set-back in July as the finance minister Joaquim Levy announced a significant downward revision of the government’s primary fiscal surplus targets. In august, S&P placed Brazil’s foreign (...)

June 2015

Innovation Euronext launches wood pellet contract expansion into renewable energy sector

Euronext today announced that it will be launching a new Wood Pellet commodities futures contract in the autumn of 2015, subject to regulatory approval. Aimed at producers, wholesalers and retailers, this physically-settled contract targeting the residential heating sector, (...)

February 2015

Innovation Euronext announces launch of new premium milling wheat No. 3 contract

Euronext, the primary exchange in the Eurozone, is announcing the launch at the beginning of March 2015 of its new premium milling wheat no. 3 contract, subject to final regulatory approval.

January 2015

News Ecuador’s Budget Cuts and China Loans Mitigate Oil Risks

The Ecuadorian government’s announcement of cuts to the 2015 budget and new Chinese loans signals how the authorities are responding to the fiscal and financing challenges of lower oil prices, Fitch Ratings says.

January 2015

Opinion Assessing the oil price shock

The sharp fall in oil prices during the second half of 2014 turned out to be one of the most significant themes of the year. In this piece, Salman Ahmed, Strategist Fixed Income at Lombard Odier IM discusses the economic transmission mechanism and asset market implications (...)

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Latest articles

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News Ecuador’s Budget Cuts and China Loans Mitigate Oil Risks

The Ecuadorian government’s announcement of cuts to the 2015 budget and new Chinese loans signals how the authorities are responding to the fiscal and financing challenges of lower oil prices, Fitch Ratings says.

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Strategy Brexit dominated ETP flows last Friday

Investors frantically purchase Gold ETPs after Britain delivered a shock vote to leave the European Union with inflows of US$201m on Friday alone. US$180mn redemption in Short GBP ETPs following the vote. Long crude oil ETPs experienced limited outflows, whilst oil prices (...)

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News Crédit Agricole CIB to withdraw from equity derivatives and commodities activities.

The french bank unveils a new corporate and investment banking model centred on serving major clients and the closure of operations in 21 countries

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Interview Lionel Semonin: «Earth Element is a commodity fund using long-short strategies! »

Ex-BNP Paribas and former head of JP Morgan’s Commodity Investor Solutions, Lionel Semonin has launched Four Elements Captial, an asset management firm with a focus on commodity markets.

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Strategy Controling investment risk in commodities investment

Commodities exhibit unique characteristics including low correlations with bonds and equities and inflation-hedging abilities. These have made commodities an attractive addition to diversified portfolios and have generated growing interest in commodity (...)

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Opinion Impressive rebound in risky assets

Although, panic has faded, growth outlook is still uncertain. Patrick Moonen, Principal Strategist Multi Asset at NN IP and Valentijn van Nieuwenhuijzen Head of Multi Asset at NN IP, have downgraded equities to neutral (...)

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Strategy Financial markets: hedging against new structural risks and stagflation

There are at least four new structural risks to consider: regulation, Middle East, euro zone’s crisis, and again the idea of a change in growth model of emerging countries.

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Interview Olivier Combastet: « The purchase of farmlands is a good investment! »

Since 2006, Pergam Finances has invested in farmlands located in Argentina and Uruguay. For first in investors, the latent gain is above 40%...

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Opinion The gold market is a «bubble ready to burst» !

According to U.S. bank Wells Fargo, speculative demand pushed the gold market to « a bubble that is about to explode »…

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Innovation Legal & General IM and Source offer a new index for commodity investment

The fund, which tracks the LGIM Commodity Composite Index, is designed to offer high quality, diversified exposure to commodities in a UCITS-compliant ETF...

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Note Will the prices of rare earth metals continue to rocket ?

Despite the fact that these rare earth metals have become indispensable to the technological industry, prices have dropped by 25% from those prices reached during last summer

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Opinion « Commodities and emerging markets: must-have investments or speculative bubbles »

Now that growth is back, emerging countries are in favour with many investors. Economic growth in these zones means commodities can also be profitable investments...

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News Gold as collateral for a participation in the Greek support plan

Will Finland jeopardize the Greek plan? The country requires collateral in exchange for its participation in the support plan. The German labour minister, Ursula Von Der Leyen, has agreed to those terms…

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Innovation Scipion Capital launches mining & resources fund focused on Africa

The Scipion Mining and Resources Fund which is expected to deliver annual returns of over 50% is targeting international institutional and wealthy individual investors

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Stories John Arnold : The natural gas guru

John Arnold came under the spotlight in 2006 after the fierce battle with Brian Hunter, Amaranth Advisors’ star trader, on the U.S. natural gas market.

Focus

Innovation Ossiam ETF on the Risk Weighted Enhanced Commodity Ex Grains TR Index

Using its expertise in systematic asset management, in 2013, Ossiam has set up an ETF offering a long only exposure to a risk weighted enhanced commodity index, based on S&P Goldman Sachs Commodity Index constituents, excluding (...)

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