All Commodities articles – Page 3
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White papersLong the Strong
The prolonged adjustment to higher rates is just beginning, and we think it will likely be more painful for some than others.
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White papersIn this late-cycle phase, how high could commodity prices fly?
We are probably at the end of an economic cycle. Several quarters before some form of ’landing’, a number of market mechanisms typically activate, including the relative outperformance of emerging-market assets, a rise in long-term interest rates and an increase in commodity prices. In this weekly instalment of Simply put, we focus on the future growth potential of commodity prices.
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White papersAt the crossroads
Lack of movement on interest rates this week left investors wondering: Which way now?
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White papersInvesting in transition materials for innovation
Demand for the critical commodities underpinning the energy and materials transition is expected to increase exponentially over the next decade, alongside a shortage of supply. We outline our convictions for the transition and how these inform our investment in materials set to enable and benefit from the technology revolution.
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White papersThe fossil fuel burnout
Global demand for oil, gas and coal is expected to peak by 2030, according to a new report from the International Energy Agency (IEA).
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White papersIs the economy in a late-cycle period?
Today’s unconventional economic context continues to confound investors. In this weekly installment of Simply put, we look to history as a guide for the markers defining a late cycle.
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White papersMacroeconomics, Geopolitics, and Strategy - July/August 2023
The United Kingdom is the only advanced country with wage growth above core inflation, risking a wage-price spiral. Inflation is broad-based and expected to remain much higher than in the rest of the G7, above 6.0% in 2023 and well above 3.0% by end-2024. Growth will be flat at best, but all risks point to the downside.
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VideoOpportunities Within Commodities
(4:54) In this short video, Portfolio Manager Hakan Kaya reviews the opportunities within commodities and introduces the Neuberger Berman Commodities Fund.
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White papersInvestment View: No Pain, No Gain
‘Investment View’ provides our quarterly macro & market outlook and investment recommendations
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PodcastCommodities and Their Place in the Transition Pathway
With the broad awareness of the energy transition across the globe, investors are looking for ways to position their portfolios to capture the transition. However, some question whether portfolios exposed to the business of extracting more raw materials from the earth can meet the objectives of all investors.
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White papersMid-year outlook 2023: investment convictions
Caution in equities is still required while Fed rates plateau. Market performance between when the Fed stops raising rates and the first cut could be positive or negative, depending on economic conditions.
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White papersCommodities and Responsible Investing: An Impossible Marriage?
A framework for thinking about commodities in a responsible investing context.
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White papersIndonesia – unlocking the potential
Dara White, Head of Global Emerging Market Equity, and Krishan Selva, Client Portfolio Manager, look at why the future could continue to be very bright for the country
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BlogThe Implications of China’s Far-From-Typical Recovery
China’s current recovery is emerging unlike others, leaving the global economy without the familiar engine to pull it forward as recession concerns linger throughout much of the world.
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White papersHow shiny does gold look when anticipating a soft landing?
Since 2022, many of the doubts about using commodities as a source of diversification have been dispelled, after years of underperformance - a ‘decade for nothing’ in these markets, between technological evolutions and geopolitical developments.
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White papersEM Local Markets: From Last Hike to First Cut
This post places the pending policy transition in the context of prior, post-GFC periods in order to assess the momentum behind the asset class and the appropriate positioning across countries.
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White papersPlastic wrap: scaling-up recycling, boosting biomanufacturing
Welcome to Plastic wrap, our bimonthly review of the science, policy and corporate activity pivotal in creating a circular plastics value chain.
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White papersConnecting the Disinflation Dots in Multi-Asset Strategies
The Federal Reserve’s latest 0.25% interest-rate hike has likely capped one of its most aggressive policy-tightening cycles in 40 years. And the cumulative 5% policy rate increase in just over a year is now starting to have an effect on rate-sensitive sectors and inflation.
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White papersEmerging Markets Insights: Emerging market earnings outlook
1. Earnings season. The earnings season in emerging markets is underway. Flat headline earnings growth in 2023 masks significant divergence across individual markets.
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White papersHave we started to climb the EV adoption S-Curve?
We believe the next decade will be when battery electric vehicles shift into gear to climb their own, steep S-curve in the consumer world.
