All Commodities articles – Page 13
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Why solar energy’s prospects look bright for 2020
As the long-term transition towards renewable energy continues apace, we see a sunny outlook this year for solar energy companies, as well as onshore wind and energy storage.
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A U.S.-China Trade Deal Looms While Oil Prices Boomerang
Tensions are high around the world, global growth is low, while oil prices boomerang amidst the Iran clash.
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Trade is not the only drag on growth
Entering 2019, our main expectations were for slower growth, easier monetary policy globally and continuing pressure on bond yields. At a high level, that is how the year played out. But the path to those outcomes has at times surprised us.
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Trade war clouds the outlook
The effects of the US’s multiple confrontations with allies and adversaries over its terms of trade with the rest of the world have overshadowed commodity markets throughout 2019. At the beginning of this year we anticipated relatively swift progress towards a trade deal between the US and China. But as the year progressed it became clear that this confrontation would last much longer than we had initially expected. We now believe it will continue beyond the US presidential election late next year, irrespective of which candidate wins.
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Despite All The Focus on Trade, Inflation Remains Low
U.S. trade trouble continues with a “Phase One Deal” less than imminent, the IEA asserts how U.S. shale-oil production will reshape global energy markets and don’t hold your breath on a December Fed rate cut.
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The winners and losers of the sustainable transition. Lessons from the past.
Just over a decade ago Danish Oil and Natural Gas, more affectionately known as DONG, decided that climate change would seriously jeopardise or even destroy its business model over time.
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Commodities Investment Insight : Examining sector characteristics and asset allocation
Commodities have long been a staple investment of multi-asset investors. Traditionally, its main benefits to portfolios was seen to be as a diversifier to equity and fixed income exposures and as a hedge against inflation. It has also been popular with trend-following CTA funds. More recently, commodities have been included as a source of alternative risk premia.
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Cybersecurity: Trade-Offs In Technology
The cyber threat matrix accelerates as it gathers sophistication.
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Wells, Wires, and Wheels - EROCI and the tough road ahead for oil
Oil needs long-term break-evens of $10-$20/bbl to remain competitive in mobility. In this report we introduce the concept of the Energy Return on Capital Invested (EROCI), focusing on the energy return on a $100bn outlay on oil and renewables where the energy is being used specifically to power cars and other light-duty vehicles (LDVs). For a given capital outlay on oil and renewables, how much useful energy at the wheels do we get?
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Infrastructure Debt: Steady Activity, Lingering Macro Doubts
Despite the expected seasonal summer slowdown, infrastructure debt financing deals remained steady overall in the third quarter of 2019—with strong activity in the U.S. and Canada, and slightly slowing activity in Europe, with a cautious eye toward Brexit.
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Is oil’s relationship with energy stocks slipping?
Our chart of the month shows that the link between energy stocks and oil appears to be on the slide. What’s happening?
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September Macro Dashboard
Global leading indicators ticked up slightly in August, but remain in contraction territory. While global growth has slowed, risks are tilted to the downside. The mounting toll of higher trade costs, decreased investment and dwindling confidence are weighing on growth.
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Middle East North Africa Insight
Perspective From Franklin Templeton Emerging Markets Equity
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Counting the business cost of deforestation
The risk of brand damage and consumer boycotts from poor environmental corporate practice has never been higher. Some companies are changing their ways, others could do more.
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How do you invest in the global energy transition
Over the next 30 years, the world’s energy system will shift from one based on fossil fuels to one dominated by renewable electricity. We examine the investment opportunity.
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Asset Manager News
ECB Easing and Trade Deescalation Boost Markets
The three things you need to know this week: More signs are pointing to U.S.-China trade war de-escalation, ECB launches new stimulus and the PBOC cuts required reserve ratios.
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Measuring the market impact of geopolitics
Geopolitical risk is on the rise and investors will increasingly need to take it into account in the coming years. Our analysis looks at how it can impact portfolios and what investors can do about it in terms of strategy.
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Three Ways to Manage Liquidity Risk in Bond Markets
Liquidity risk has grabbed headlines recently after several high-profile funds imploded. The hunt is on to find ways to manage liquidity risk and protect portfolios against further setbacks—but not all investors will be up to the task.
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Rising U.S. farm debt and the implications for farmland investors
Three consecutive years of disappointing commodity prices has led to farmer incomes decreasing year after year. Low prices for soybeans, corn, milk and beef have reduced the level of farm income and 2019 is not expected to provide a deviation from this trend.
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Nuveen knows: alternatives
Beyond diversification: a geographical focus on farmland and real estate