All Commodities articles – Page 15
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White papersSoutheast Asia poised to gain from trade wars
Domestic manufacturers in Southeast Asia are likely winners in the trade war and from a trend among multinationals towards reducing dependence on China.
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White papersGold in Central Banks’ Asset Allocation
After a long lacklustre period during the 1980s and 1990s, the price of gold has picked up significantly since the new millennium, and central banks, after having steadily reduced their allocation to gold, have resumed their gold purchases.
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White papersSlower Growth - Equity Caution Quarterly Allocation Views
Allocation Views features the Franklin Templeton Multi-asset Solutions team recurring updates about the themes and investment theses driving their asset allocation frameworks.
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White papersTrade Deals and Political Realities
Could the USMCA accord among the US, Canada and Mexico, and a potential US-China trade deal get approval from the Democrats-led House of Representatives?
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White papersThe future of energy
As we approach ‘peak oil’, what does this mean for the fossil fuel industry and alternative sources of energy?
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White papersThe future of energy
As we approach ‘peak oil’, what does this mean for the fossil fuel industry and alternative sources of energy?
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White papers
Brent-WTI Oil Spread Taking Cue from Houston-Midland?
The price spread between two relatively new futures contracts, WTI Midland and WTI Houston, has been over the past two years a leading indicator of the spread between the two most venerable crude oil futures contracts: WTI and Brent. The economics behind this might offer clues about how oil markets evolve in the future.
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White papers
China: Looking at Growth Past the Trade War
China’s growth is decelerating, it is loaded with debt and is involved in a high stakes trade war with the United States. Despite these issues, China’s economy appears to be holding up better than one might have expected. In fact, China’s growth could even accelerate in 2019 in response to aggressive monetary easing.
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White papersFocus on fundamentals to ride turbulent markets
Investors are facing an unsettled environment. For 2019 we think it will be key to look at three areas:
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White papersCross Asset Investment Strategy - December 2018
This year has proven to be challenging for portfolio construction, as well as regarding returns. To put this into perspective, for 2009-17, our analysis shows that each year, on average, 76% of major asset classes (including different regional government bonds, equity, inflation-linked, currency and commodities) recorded positive performances.
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White papersFrom G20: Short-Term Relief, But It Is Not The Final Word On Trade Disputes
The latest G20 demonstrates some temporary progress in the US/China relationship. An increase of tariff rates in January 2019 was put on hold and the possibility for an additional tranche of tariffs for the rest of US imports from China ($267bn) is also further delayed, at least. China has found the right entry point to give some concessions to the US on sensitive topics for President Trump.
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White papersPerformance of Style Portfolios in Credit Markets
Factor investing has been well studied and documented by academics and practitioners in equity markets. Investment strategies which harvest well-defined premia such as value, momentum, size and quality have grown in popularity as more investors became familiar with their properties.
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White papersAsset Allocation Update: Strong earnings prompt US equities upgrade
Amid background noise such as ongoing trade skirmishes involving the US, the evolving Chinese economy and geo-political tensions, we have spent time analysing recent market movements and the implications for risk assets.
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White papersU.S. Pullout of Iran Nuclear Deal: What Next for Oil, Business?
The United States has pulled out of the Iran nuclear deal in a move that could have wide-ranging implications for oil markets, trade and the Middle East peace process. Read about the potential impacts.
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White papersGold: At the Crossroads of Fiscal and Monetary Policies
Gold has shown a lack of direction amid the push-pull effects of fiscal and monetary policies.
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White papersRising bond yields point to higher commodity prices
It has been a long time coming, but investors are getting used to the idea that global bond yields are heading higher.
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White papersDaisuke Nomoto: Japan - more tailwinds than headwinds for 2018
With GDP on a sustained growth track, supported by structural reforms and the Bank of Japan’s accommodative monetary policy, we maintain a positive outlook for the region.
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White papersReaction: Italian election
The Italian election result looks messy, but we do not believe that the chances of Italy leaving the eurozone have gone up materially.
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White papersTechnology and ‘mega-trends’ to drive US equity performance
US equities have outperformed global equities since the beginning of the recovery because the US economy was initially the sole engine of global growth, as European countries wrestled with the Eurozone crisis.
