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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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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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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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 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 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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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 (...)
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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 Insuring livestock to protect the poor
Livestock insurance has the potential to reduce the vulnerability of poor populations. The challenges are formidable, but recent technology offers hope...
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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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Innovation Legal & General IM and Source offer a new index for commodity investment
The fund, which tracks the LGIM Commodity Composite Index, is designed to offer high quality, diversified exposure to commodities in a UCITS-compliant ETF...
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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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