Highlights

February 8

Opinion Silver squeeze: What’s behind the surge in silver?

Silver is in the spotlight this week, after the popular r/WallStreetBets community on Reddit highlighted the fundamental value in acquiring silver at current levels. The online posting was the catalyst for increased retail flows and awareness. Last Thursday 28 January, the (...)

Opinion

The oil has gone into negative territory

Private Markets

Total Closes the Acquisition of Anadarko’s Shareholding in Mozambique LNG

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July 2019

News Total and IFPEN Team Up to Accelerate Carbon Reduction R&D

— IFP Energies Nouvelles (IFPEN) and Total announce that they signed a strategic R&D partnership yesterday, that includes an agreement to endow a chair at the IFP School, on carbon capture, utilization and storage (CCUS) and technologies to curb CO2 emissions. The roughly (...)

January 2018

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.

October 2017

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 (...)

September 2017

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 (...)

July 2017

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 (...)

March 2017

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.

February 2017

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...

January 2017

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).

September 2016

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 (...)

July 2016

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 (...)

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.

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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 (...)

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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 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 (...)

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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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News China Steel - Overproduction and Lower Prices to Persist

China’s steel industry output continues to rise notwithstanding slowing economic growth, falling prices for steel, and poor profitability at the steel mills. Fitch Ratings believes this paradox can be explained first by the larger steel mills’ priority of maintaining economies (...)

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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 (...)

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News Amaranth and its prominent trader Brian Hunter prosecuted

The CTFC lodged a complaint against the Amaranth hedge fund and its former prominent trader Brian Hunter for attempting to manipulate prices on the natural gas futures market...

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Innovation Agritel launches the first volatility index on agricultural commodities

Agritel, a firm specialized in price risk management for agriculture business and agribusiness ones, announced the launch of « Agritel Volatility Index », an unprecedented market indicator

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News Total and IFPEN Team Up to Accelerate Carbon Reduction R&D

— IFP Energies Nouvelles (IFPEN) and Total announce that they signed a strategic R&D partnership yesterday, that includes an agreement to endow a chair at the IFP School, on carbon capture, utilization and storage (CCUS) and technologies to curb CO2 emissions. The roughly (...)

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Opinion Oil markets to barrel forward in 2011

The energy sector is turning a corner and we are at the early stages of a new upward cycle in oil markets, according to Robin Batchelor, manager of BlackRock’s BGF World Energy Fund...

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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...

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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 (...)

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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 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 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 (...)

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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