Highlights

April 22

Opinion The oil has gone into negative territory

Yesterday was a historical day in the oil market. The American market, called West Texas Intermediate (WTI), moved to minus USD40—a fantastic move. The reason for this is likely connected to storage issues as people are consuming far less fuel amid the (...)

Private Markets

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

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

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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.

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 (...)

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Kiosk Alternatives to financial markets investments

The financial investment is not limited to financial markets assets and the current uncertainties obviously feed such thoughts. Indeed, there are many investment vehicles that could create value in a portfolio.

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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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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.

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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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Note BofA Merrill Lynch Fund Manager Survey Finds Investors Raising Cash While Cutting Commodity Allocations

Global investors are keeping faith with equities while raising cash as markets enter the volatile year-end period, according to the BofA Merrill Lynch Fund Manager Survey for December.

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Opinion Fair trade, angel or demon ?

As citizens movements connect politically and economically, fair trade talks about itself. A fair and equitable trade, what is more decent in appearance ? But in order to determine the fair part of trade, we need beforehand to determine what we mean by this (...)

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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 (...)

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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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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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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 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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News Is Margarita Louis Dreyfus looking to sell?

This time, it’s not about the French soccer club, Olympique de Marseille, but a historical trading group called « Louis Dreyfus Commodities »…

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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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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 CPoR devises has launched a range of mini gold bars, called « lingotins »!

CPoR Devises designed a product for individuals, interested in buying gold bar but without necessarily affording to...

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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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