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Commodities asset class

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October 2014

Note The impact of commodity prices on Emerging Markets

In the report, Nomura’s researchers highlight five channels through which emerging market economies are affected by lower commodity prices: Merchandise trade, CPI inflation, profit margins, fiscal positions, and GDP growth to assess the winners and losers in the Emerging (...)

October 2014

News Mercuria Closes Acquisition of J.P. Morgan Chase Physical Commodities Business

Mercuria Energy Group, Ltd (“Mercuria”) announced today it has successfully completed the acquisition of J.P. Morgan Chase & Co (“J.P. Morgan”) Physical Commodities Business, following the signing of a definitive Purchase and Sale Agreement in March of (...)

September 2014

Innovation VIS Essential Investments introduces VIS EFW Efficiency Index

VIS Essential Investments, an independent specialized financial boutique based in Switzerland, announces today the launch of VIS EFW Efficiency Index, tracking the performance of 150 OECD-listed companies based on their capacity to capture growth linked to Energy, Food and (...)

May 2013

Strategy Allocators Scale Back in Commodities and Emerging Market Stocks

BofA Merrill Lynch Fund Manager Survey Finds Investors Positioning For China Slowdown and Low Inflation...

October 2012

Opinion The conditions are there for gold to return to USD 2000/oz over the next six months

The expectation of new central bank action was favorable for gold, causing a renewed surge in its price. Securities purchases by the European and US monetary authorities should help to propel gold towards new records.

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