All Commodities articles
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White papersCyclical and value stocks flourish in global bond rout
While unnerving, the late-February surge in global bond yields was a game-changer for equity market leadership, with important implications for navigating the road ahead.
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White papers
The relevance of gold as a strategic asset - UK edition
Institutional investors5 have embraced alternatives to traditional investments such as equities and bonds in pursuit of diversification and higher risk-adjusted returns. The share of non-traditional assets, such as hedge funds, private equity funds or commodities, among global pension funds increased from 7% in 1998 to 23% in 2019 – this figure is 30% in the US.6
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White papers
The relevance of gold as a strategic asset - Europe edition
Institutional investors5 have embraced alternatives to traditional investments such as equities and bonds in pursuit of diversification and higher risk-adjusted returns. The share of non-traditional assets, such as hedge funds, private equity funds or commodities, among global pension funds increased from 7% in 1998 to 23% in 2019 – this figure is 30% in the US.6
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White papers
The relevance of gold as a strategic asset Singapore edition
Institutional investors5 have embraced alternatives to traditional investments such as equities and bonds in pursuit of diversification and higher risk-adjusted returns. The share of non-traditional assets, such as hedge funds, private equity funds or commodities, among global pension funds increased from 7% in 1999 to 26% in 2020 – this figure is 30% in the US
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White papers
The relevance of gold as a strategic asset - Russia edition
Institutional investors5 have embraced alternatives to traditional investments such as equities and bonds in pursuit of diversification and higher risk-adjusted returns. The share of non-traditional assets, such as hedge funds, private equity funds or commodities, among global pension funds increased from 7% in 1999 to 26% in 2020 – this figure is 30% in the US (Chart 1).6
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White papers
The relevance of gold as a strategic asset - Japan edition
Institutional investors5 have embraced alternatives to traditional investments such as equities and bonds in pursuit of diversification and higher risk-adjusted returns. The share of non-traditional assets, such as hedge funds, private equity funds or commodities, among global pension funds increased from 7% in 1999 to 26% in 2020 – this figure is 30% in the US.
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White papers
The relevance of gold as a strategic asset - China edition
Institutional investors 5 have embraced alternatives to 4F4F traditional investments such as equities and bonds in pursuit of diversification and higher risk-adjusted returns. The share of non-traditional assets, such as hedge funds, private equity funds or commodities, among global pension funds increased from 7% in 1999 to 26% in 2020.
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White papers
The relevance of gold as a strategic asset - India edition
2020 posed unprecedented challenges to investors as the first global pandemic in a century ravaged the world economically and socially.
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White papers
Market Update - Union Budget impact on Indian gold market
The Indian government’s sustained campaign for improving overall tax compliance through a carrot-and-stick policy was reflected again in the 2021-22 Union Budget, with a few material announcements that impact gold. Key highlights from the Union Budget announcement on 1 February are:
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White papers
Can palm oil ever be considered sustainable?
With monocropping one of the main causes of deforestation, palm oil production needs to change. Rather than staging a boycott, responsible investors should engage with companies across the supply chain to encourage the adoption of globally recognised certification standards.
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White papers
What is the problem with cryptocurrency (bitcoin)?
Bitcoin is again in the news. Some advocates of the cryptocurrency suggest its price is rising because bitcoin is challenging gold’s standing as the one supra-currency, the asset to own when fiat currencies are being debased.
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White papers
Market Update - Drivers of the Shanghai-London gold price discount and outlook for 2021
The COVID-19 pandemic has had a significant impact on China’s gold market, leading to a 27% y-o-y drop in the nation’s gold demand in 2020.
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White papers
Engaging Companies on Palm Oil Deforestation
Palm oil is widely used in products such as food, household goods and biofuels. 1 The surge in demand for the commodity in the last decade2 has exposed companies reliant on palm oil to reputational risks over the devastating effects of palm oil plantations on forests and habitats.
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White papers
Global gold-backed ETF Flows - January 2021
Global ETF inflows total almost 14t in January as outlook remains support for gold investment
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White papers
Rare earth metals – How to limit the impact of the clean energy transition?
With demand for rare earth metals set to skyrocket to support new energy technologies, how can the world transition to sustainable energy sustainably?
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White papers
Why The Future Still Means Fossil Fuels, For Now
Natural gas is likely to play a major role in the US transition to cleaner energy.
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White papers
Recovery hopes stay alive despite slow vaccination start
Vaccination roll-out is a mixed picture; Europe is moving slowly. Infection growth could hamper recovery. We maintain overweights in equities, high yield credits and oil.
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White papers
The path for oil and gas after COVID-19
Post-COVID recovery initiatives from governments are increasingly taking a green path, but the response of oil and gas companies so far runs from denial to complete reinvention. Should they continue pumping oil for as long as they can to avoid destroying capital for investors, or do they need to accelerate efforts to future proof their businesses now?
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White papers
Indexing Biodiversity: Examining Water as an Asset Class
Water is one of the world’s most essential commodities, but it is at risk from overuse, pollution, and soaring demand. S&P DJI’s Tianyin Cheng joins Redsand Ventures’ Colleen Becker to explore new tools for understanding and accessing water assets.
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White papers
COVID Recovery Brings Differential Opportunities in Latin America
The COVID-19 outbreak struck Latin America when it was already sitting at an unfavorable juncture that was years in the making. The end of the commodity price super-cycle nearly a decade ago left the region with lackluster growth dynamics—compared to Latin America’s past performance (Figure 1) and to other regions in the emerging market complex (Figure 2)—and an enduring need to correct macroeconomic imbalances (Figure 3).
