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Tag "commodities"

Can the gold industry return to the golden age?

Can the gold industry return to the golden age?

🕔15:02, 20.Apr 2019

Digging for a solution to the gold mining reserve crisis The gold industry finds itself at an inflection point between the recent era of cost out initiatives and balance sheet deleveraging, and an increasing need to focus on growth and

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Monthly Commodity Insights

Monthly Commodity Insights

🕔13:02, 16.Apr 2019

Trade talk optimism lifts prices, but price gains become smaller We think that in the months ahead, commodity prices will be influenced by the trade deal narrative. Positive news from the talks will lift commodity prices further (such as industrial

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Gold in central banks’ asset allocation

Gold in central banks’ asset allocation

🕔13:02, 18.Mar 2019

Investment insight Blue paper After a long lacklustre period during the 1980s and 1990s, the price of gold has picked up signifi cantly since the new millennium, and central banks, after having steadily reduced their allocation to gold, have resumed

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Global Energy Perspective 2019

Global Energy Perspective 2019

🕔15:02, 2.Mar 2019

Reference Case   Energy systems around the world are going through rapid transitions that will bring important changes to the way we fuel our cars, heat our homes, and power our industries. These trends will have widespread implications for businesses, governments,

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Commodities ― a phoenix rising from the ashes

Commodities ― a phoenix rising from the ashes

🕔14:04, 22.Feb 2019

Commodity Monthly Monitor Following the reopening of the United States (US) Government after its shutdown, this report covers a period of three months. A lot has happened in that time frame. The market has been operating without data from both

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Is it time to return to gold and the gold sector?

Is it time to return to gold and the gold sector?

🕔13:02, 22.Feb 2019

Conclusion The asset class linked to gold is generally not the most attractive (no returns on metals, company dividends quite small) and is thus often limited to specialists or investors who have experienced serious financial crises and who understand the

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Renewed optimism

Renewed optimism

🕔14:08, 19.Feb 2019

Market flash Risk assets pushed higher at the beginning of the week as Chinese investors returned to their desks after a week of New Year celebrations. Their upbeat mood was bolstered by indications that Donald Trump might be prepared to

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Winners and Losers: The Impact of Shifting Commodity Prices on Emerging Markets

Winners and Losers: The Impact of Shifting Commodity Prices on Emerging Markets

🕔11:02, 15.Feb 2019

Commodity prices trends are set to reverse Last year, agriculture, industrial metals, and precious metals were the big losers, while energy prices were strong – at least for the first three quarters. This year, however, that trend looks set to

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Gold’s precious mettle

Gold’s precious mettle

🕔14:03, 4.Feb 2019

Once again, political and economic uncertainty is pushing to the fore gold’s attractions as an investment haven. But this time investors wanting to allocate capital to the precious metal have a better option than just buying bullion bars or futures

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An update on the oil market

An update on the oil market

🕔13:04, 7.Jan 2019

Global Commodities Investors that receive our monthly reports will know that we have been relatively cautious on the crude complex over the last few months. However, despite our near-term caution we did not expect crude oil prices to fall by

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Opportunities as oil nears bottom

Opportunities as oil nears bottom

🕔02:12, 5.Dec 2018

Weekly Commentary Oil prices could be close to a trough and we see selected opportunities emerging ahead of a recovery. The U.S. and China put further tariffs on hold for 90 days. We see this boosting risk assets in the

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Coming up short

Coming up short

🕔11:02, 26.Nov 2018

 Investment Grade Debt Update Concerns regarding slowing global growth were exacerbated by a sharp fall in oil prices, while in the UK, a wave of government resignations overshadow a Brexit deal.

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A well-oiled machine

A well-oiled machine

🕔10:31, 21.Nov 2018

Weekly digest Amidst all the Brexit-related headlines and discussions of trade wars, a steep decline in the oil price has gone by relatively unnoticed. Brent crude, the international benchmark, peaked at 86 dollars a barrel in October and since then

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CTA’s oil deleveraging is over

CTA’s oil deleveraging is over

🕔13:03, 20.Nov 2018

The Weekly Brief Doubts about global growth eventually caught up with oil prices when supply risk unexpectedly eased. Over the summer, spiking oil prices and assurance from the U.S. that no sanction waiver on Iran crude imports would be granted,

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Multi-asset markets outlook

Multi-asset markets outlook

🕔13:00, 8.Oct 2018

October 2018 It was an exceptionally good month for commodities. The main driver of the positive return generated by the general commodity indexes was oil. In September, Brent increased 7.4% and WTI rose 4.9%. With Venezuela imploding and the almost

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Commodity Monthly Monitor

Commodity Monthly Monitor

🕔15:04, 5.Oct 2018

Supply tightness aids cyclical commodities Commodity prices gained 1.3% last month, lifted higher by the cyclical sectors, energy and industrial metals. Meanwhile gold prices stabilised, removing a prior source of negative weight on the commodity complex. The US Dollar basket

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔11:02, 16.Jul 2018

Global markets and multi-asset portfolios Oil market dynamics have diverged between West Texas Intermediate, where the front end of the curve has been in extreme backwardation, and Brent crude, where last week’s sell-off flattened the futures curve. This suggests tighter

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔11:02, 16.Jul 2018

Global markets and multi-asset portfolios Oil market dynamics have diverged between West Texas Intermediate, where the front end of the curve has been in extreme backwardation, and Brent crude, where last week’s sell-off flattened the futures curve. This suggests tighter

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On track, but troubled

On track, but troubled

🕔11:02, 12.Jul 2018

CIO Thoughts: On track, but troubled​ In most news flows and investor discussions, economic data continue to take a back seat to events unfolding in the political sphere. As we learned in so many of the political crises of recent

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choppy waters

choppy waters

🕔05:07, 12.Jul 2018

Investment strategy third quarter 2018 Global growth remains well sustained and the business cycle is set to extend further. However, headwinds are firming up with growing political risks and tighter USD liquidity, a challenge to stretched valuations on many markets. On

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MARKET FLASH: TRADE WAR NERVES

MARKET FLASH: TRADE WAR NERVES

🕔14:04, 10.Jul 2018

On the markets Mounting trade war rhetoric and the actual roll-out of measures against China dominated market sentiment. Talks with the EU are still ongoing, but Washington has already indicated that it could withdraw planned tariffs on EU car imports

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Monthly Market Monitor

Monthly Market Monitor

🕔13:02, 10.Jul 2018

Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in

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Winners and losers from the recent oil price rally

Winners and losers from the recent oil price rally

🕔05:07, 22.Jun 2018

Global Investment Event Since mid-2017, oil prices have been on an upward trend. Strong oil demand growth, OPEC-led production cuts, and collapsing production in Venezuela have contributed to this Despite significant uncertainty around the oil price outlook, it is likely

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New high for oil price?

New high for oil price?

🕔09:02, 4.Jun 2018

Emerging Countries – Monthly News Digest  The oil price has risen sharply in recent weeks. “Dated Brent”, the benchmark price for physical transactions in the international market (except for the United States) topped 75 dollars a barrel last Monday. Speculation,

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Looking for opportunities amidst oil price swings

Looking for opportunities amidst oil price swings

🕔10:11, 2.Jun 2018

Investment Talks Oil price: We confirm our target price for the next 12 months in the range of $60-70 per barrel. Geopolitical risks have pushed the price up above 70$ per barrel in the past weeks but the overshooting phase

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