Strategy Buying the oil dip
A recent drop in energy-related assets looks to be overdone. We believe this creates opportunities in selected energy equities and credit — even as we see oil prices trading mostly sideways in the near term.
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Opinion Will 2017 herald a commodity bull market?
According to David Donora, Head of Commodities, Columbia Threadneedle, after commodity prices bottomed in early 2016, demand is outstripping supply once again, suggesting the next bull market may be approaching...
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Opinion What is the outlook for oil prices?
Oil prices have been fluctuating widely this summer. Such volatility adds to the uncertainty facing consumer and businesses and raises doubts about future oil prices. Analysis by Jeanne Asseraf-Bitton, Head of Lyxor Cross Asset (...)
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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 (...)
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Opinion Gold, mines and natural resources: Acceleration in momentum
After testing the $1200/oz. support in early July ($1204.7/oz. on 10 July), the gold price once again took on the psychological resistance level of $1300/oz. It brushed up against this barrier once, on 18 August ($1301/oz.), but not until late in the month did it cross it at (...)
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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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Opinion Gold, Mines and Natural Resources: The greenback picks up
Having reached their highest point since August 2016 ($1,357.6/oz), gold prices slumped, falling below $1,300/oz and weighing on their 100-day average. Janet Yellen’s more hawkish speech at the last FOMC pushed up to 70% the likelihood the Fed will raise key rates in (...)
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Opinion Gold, Mines & Natural Resources…a mixed 2017
Although the year was positive for natural resources overall, their performance lagged the global markets. 2018 could offer better prospects, an uptick in inflation being perhaps the best scenario for the theme.
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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.
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Innovation BlackRock launches diversified commodities ETF
BlackRock has launched an exchange traded fund (ETF) providing exposure to a variety of commodity markets for investors seeking portfolio diversification tools, at a time when the correlation between historically uncorrelated asset classes is (...)
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News Big Shorts and Gold Rush dominate ETP flows
Surges in appetite for Gold and Short/Leveraged exchange traded products (“ETPs”) dominated the first half of the year, with demand for both redoubling after the shock Brexit referendum result, according to latest inflow data from ETF (...)
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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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Strategy Agricultural land rush of investment funds!
After launching products indexed to changes in prices of agricultural products, many banks and investment funds are turning now to the land acquisition...
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Strategy Investing during market turmoil
The idea that considers equity investing as long term has simply become absurd nowadays and has been so during the last 10 years. Let us be reassured. Opportunities will still be around. The only real question nowadays is how to allocate between real assets and financial (...)
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Strategy Commodities: Political tensions coupled with robust growth pushing Oil prices higher & short-term consolidation for Gold
According to Société Générale Private Banking’s strategists, the recent spike in oil prices strikes as too abrupt to be entirely justified by fundamental economic factors and Gold entered a short-term consolidation.
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