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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Opinion Oil, caught in the cross-hairs of the currency war ?

According to Raphaël Gallardo, Strategist – Investment and client solutions at Natixis Asset Management, the fall in the oil price is attributable to a real phenomenon (the downward revision in global energy demand), but which he considers to be amplified by macro-financial (...)

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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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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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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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Opinion Agricultural markets: « We will never tackle volatility »

According to Michel Portier, CEO of Agritel, market information is often widely known but the weather market is the main factor of influence on agricultural markets...

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Strategy Africa: A continent of opportunities

As global demand for commodities continues to grow, we believe Africa is in an enviable position with its vast resources, not only minerals but also food—60% of the world’s uncultivated arable land is in Africa...

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News Sarkozy wants major changes in commodities markets !

Sarkozy also told speculators to be prepared for big losses if they bet against the euro

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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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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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News New record day in Euronext milling wheat commodities

Euronext, the leading exchange in the Euro zone, today announced that on 16 December its commodities franchise achieved a second lifetime record daily volumes in the same month in milling wheat futures with 92,531 contracts (...)

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Strategy Managed futures strategies

This type of strategy is based on a simple idea: try to take advantage of an exposure on futures contracts («Futures») with the underlying being a financial instruments or a commodity ...

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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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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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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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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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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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