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[26 Mar 2018 | Ingen kommentar | ]
Precious metals favoured in a week of volatility

Precious metals favoured in a week of volatility
ETF Securities – Precious metals favoured in a week of volatility
Highlights

Gold and silver inflows dominated in a week of political volatility.
Profit-taking follows rise in oil price.
Investors appeared to sell diversified commodity baskets as volatility intensified.

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A rally in gold and silver prices piqued investor interest in precious metal ETPs. A 2.8% rise in gold prices and a 0.3% rally in silver prices last week aided inflows into precious metal ETPs. Silver saw a second consecutive week of inflows of US$8.3mn. …

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[10 Mar 2018 | Ingen kommentar | ]
Commodities buck cyclical shakedown

Commodities buck cyclical shakedown
Commodity Monthly Monitor – Commodities buck cyclical shakedown
Your reference guide to commodity markets. Includes the latest outlook for each commodity sector and major developments for individual commodities.
Summary

After capitulating in 2017, agricultural prices are picking up momentum in 2018.
Industrial metals continue to outperform based on strong fundamentals.
The energy complex was a drag on commodity performance last month.
Silver prices to play catch up as fundamentals improve.

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Summary
While the S&P500, cryptocurrencies and bond prices fell last month, commodities posted gains. The S&P500 volatility index is now back to …

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[3 Mar 2018 | Ingen kommentar | ]
Strongman emerges out of China

Strongman emerges out of China
The two-term limit on China’s president has been abolished. That paves the way for Xi Jinping, the sitting president and General Secretary of the Communist Party of China to become a strongman. While not so good for the country’s institutional framework, “more of the same” could bode well for commodity demand in the short to medium term.
As we wrote about in China Congress: The making of a strongman, Xi Jinping has been using the past few years to purge his competition. Partly under the ruse of …

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[31 Jan 2018 | Ingen kommentar | ]
Macro outlook supports the mining sector but further upside remains muted

Macro outlook supports the mining sector but further upside remains muted
ETF Securities Equity Research: Macro outlook supports the mining sector but further upside remains muted
Highlights

Demand for metals remains well supported by a favourable macro-economic backdrop but China’s reform policy is expected to soften future metal demand.
The benefits of the weaker US dollar on higher commodity prices are outweighed by higher local currency input costs for producers in the mining sector.
Capex growth has turned positive for the first time in five years and the electric car revolution opens further avenues of …

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[28 Jan 2018 | Ingen kommentar | ]
Three thoughts on 2018 by Carmignac

Three thoughts on 2018
Three thoughts on 2018 By Didier Saint-Georges – Managing Director, Investment Committee Member
Detailed market predictions are only of limited value. For example, the consensus forecast twelve months ago was for the S&P to rise 6% over the year – a result the index achieved in just six weeks. The same analysts, by the way, had anticipated an average 10% increase in the S&P 500 in 2008. What they got instead was a 40% nosedive. The investors with the best track record in 2017 often expected at the …