All Commodities articles – Page 5
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White papers
Tailwinds hasten hydrogen’s cost-competitiveness, albeit demand still lags
Our original research review of the hydrogen economy a few years ago led us to conclude that hydrogen would play a key role in decarbonisation.
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White papers
Responsible Investment Quarterly Q3 2022
The third quarter of this year continues to be dominated by the implications of the energy crisis, but there was also a significant new development in the US, with Congress passing the Inflation Reduction Act (IRA). We believe both these events will accelerate the uptake of renewables and accelerate decarbonisation over the next decade.
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White papers
Performance materials: efficiency helps preserve nature
Our current take-make-waste system harms nature through excessive extraction of natural resources. Performance materials can help reduce this strain.
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White papers
False sense of security from easing energy prices
Natural gas prices have plunged since their summer peak, supported by ample stocks and by the EU emergency measures. While near-term stress has eased, longer-term supply/demand tightness remains, calling for higher risk premiums. As Russia loses its leverage, demand elasticity and weather might be the new pivotal gas drivers.
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Research Report
Why long-term investment decisions need to have the biosphere at its heart
Even if businesses and investors advance their understanding of how they impact and are impacted by biodiversity loss, such efforts will come to nothing without an accompanying revolution in biodiversity-related capital.
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White papers
Thinking Strategically About Commodities
A laggard over the past decade, commodities appear, in our view, poised for continued strength in the years ahead.
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Video
Niall O’Sullivan on Bloomberg TV: Energy Markets and the Global Economy
(10:29) Niall O’Sullivan CIO, Multi Asset Strategies – EMEA discusses with Francine Lacqua on Bloomberg TV, market reaction to recent oil price volatility, including broader economic and investment implications.
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White papers
European Politicians Fuel Support for Energy Bills
European policymakers are battling energy prices ahead of winter, while a tight U.S. labor market and elevated CPI data next week should keep the Fed hawkish before November rate hike decisions. In China, will credit growth support the economy and a pickup in internal demand?
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White papers
Plastics: pollution, policy and investment potential
Over the last 10 years, the world has produced more plastic than during the whole of the last century.
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White papers
Braving bear markets: 5 lessons from seasoned investors
This article was originally published July 15, 2022, and has been updated to reflect market conditions.
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White papers
Global Investment Outlook: Actively selecting opportunity in uncertain times
The current state of the global economic landscape has led to flat or inverted yield curves in most government bond markets, US dollar strength, diminishing central bank support for financial markets, elevated price volatility across most asset classes and higher commodity prices. In this global investment outlook, our investment teams share how this backdrop impacts their current outlook.
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White papers
Frontloading
The global economy remained largely resilient in the first half of 2022, despite war in Eastern Europe, commodity shortages, and inflation. However, this is leading most major central banks to turn increasingly hawkish and frontload rate hikes which should weigh on growth.
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White papers
Get real with income-producing real assets
We have seen demand for real assets grow dramatically in recent years, and we expect it will advance further as investors better understand the positive attributes of the asset class. Real assets offer the opportunity for diversification, inflation hedging and competitive total returns. Real assets may also serve as a nontraditional source of income, a feature that investors frequently overlook.
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White papers
Money to burn?
Reducing methane emissions this decade is probably the single most important action the world can take to reduce the rate of global heating. Diana Glassman explains how we are engaging with oil and gas producers and pipeline operators to tackle the problem.
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White papers
The modern meal deal: a constant craving
In the sixth article in our Insights series on the social and environmental impacts of the global food system, Zoe de Spoelberch examines the supersized problem with ultra-processed and pre-packaged food.
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White papers
Goodbye share buybacks, hello bond buybacks
Robin Usson, senior credit analyst, explains why he believes the current relative cheapness of equity vs. debt is presenting issuers with unprecedented opportunity.
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White papers
Equitorial: What price risk?
Not all risk models are built alike. Here, the Global Equities team provide an overview of their proprietary MultiFRAME risk model. During periods of market stress, they argue, it can cut through the noise to provide a true picture of underlying exposures.
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White papers
The Unsurprisingly Volatile Business of Bitcoin Mining
Why we think the technicalities of Bitcoin mining explain much of Bitcoin’s extraordinary volatility profile.
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White papers
Jet zero – how investors can get on board for the long haul of aviation decarbonisation
This viewpoint explores the sector’s possible flightpaths to net zero, outlines how the sector is currently tracking, and how Columbia Threadneedle Investments is working to drive the transition.
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White papers
A source of alpha and solution to supply-chain logjams?
Trade finance provides an opportunity for investors to access uncorrelated alpha with limited reliance on traditional return drivers.