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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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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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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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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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 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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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).
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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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