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[5 feb 2019 | Kommentarer inaktiverade för El Niño: the impact on agricultural commodities | ]
El Niño: the impact on agricultural commodities

El Niño refers to a climate cycle in the Pacific Ocean that has a global impact on weather patterns. The name, which loosely translates to ‘Christ child’, traces its origin back to Peruvian fisherman in the 1600s, who observed that fish yields would often decline around Christmas time as sea water temperatures rose. The effects of El Niño include specific wind patterns across the Pacific Ocean, heavy rain in South America, and droughts in Australia and parts of Asia including India and Indonesia.
With the National Oceanic and Atmospheric Administration (NOAA) …

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[11 jun 2018 | Kommentarer inaktiverade för Gold outlook – gold to flatline out to June 2019 in the absence of shocks | ]
Gold outlook – gold to flatline out to June 2019 in the absence of shocks

Gold outlook – gold to flatline out to June 2019 in the absence of shocks
Gold outlook – gold to flatline out to June 2019 in the absence of shocksby Nitesh Shah, Director, Research
Although the environment of elevated geopolitical risk is normally associated with higher gold prices, recently very little of that anxiety has been expressed in gold. Gold is being weighed lower by a rising interest rate environment in the US. An appreciation of the US Dollar (up 1.6% over the past month) is also weighing on the yellow metal’s …

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[8 maj 2018 | Kommentarer inaktiverade för Commodity recovery to continue although geopolitics acts as source of volatility | ]
Commodity recovery to continue although geopolitics acts as source of volatility

Commodity recovery to continue although geopolitics acts as source of volatility
Commodities Research – Commodity recovery to continue although geopolitics acts as source of volatility
Highlights

Industrial metals likely to lead commodity performance in 2018 on the back of tight supply and demand continuing to rise.
Monetary conditions likely to weigh on gold although geopolitical risks are holding prices up for now.
Planned production curbs and geopolitics currently keeping oil prices high; US production likely to expand.

Commodities are in a third year of a recovery, after a five year slump. Being largely a cyclical asset …

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[10 mar 2018 | Kommentarer inaktiverade för Commodities buck cyclical shakedown | ]
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.

Read the complete report

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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[7 feb 2018 | Kommentarer inaktiverade för The potential benefits of real assets in a portfolio | ]
The potential benefits of real assets in a portfolio

The potential benefits of real assets in a portfolio
ETF Securities Portfolio Insights – The potential benefits of real assets in a portfolio
Highlights

Up 1.4% since the end of 2015, the surge in US inflation benefitted most to commodities, up 16.3% on average, followed by natural resources stocks with 6.2%.
Following its rally in 2017, the upside potential of equities is questioned for 2018. Our simulated real asset portfolio allows for higher diversification and lower downside risk.
Based on historic simulations, an allocation of 20% in the real asset portfolio from a portfolio of …