All Commodities articles – Page 8
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White papersOn My Mind: The US Dollar and the Retreat from Globalization
Russia’s invasion of Ukraine, with its tragic human toll, likely marks a turning point for the geopolitical and global economic order. A lot has been written on the many aspects of this war. In this note, I want to focus on two key economic questions: firstly, the implications for the US dollar’s status as dominant reserve currency and, secondly, the implications for the pace of the energy transition.
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White papersRussia-Ukraine War Heightens Supply Chain and Inflation Woes
The Russian invasion of Ukraine has affected many parts of the global economy, in particular the global supply chain of key commodities. Franklin Templeton Investment Solutions explores the investment implications.
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White papersChina’s GDP Target: When Lower Means (Much) Higher
The unprecedented nature of the pandemic lockdowns has stretched the ability of standard macroeconomic statistics to properly reflect real-time economic trends.
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White papersContinued Headwinds Undermine Global Growth
Over the last month, growth conditions have deteriorated, and the global economy now looks to be expanding near its potential rate. The slowdown has primarily been driven by the US, where a combination of constrained household spending and worsening business sentiment has slowed the world’s largest economy.
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VideoIntroduction to the Neuberger Berman Commodities Fund
In this short video, Hakan Kaya introduces the Neuberger Berman Commodities Fund and gives an overview of the role commodities could play within portfolios.
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White papersA Thematic Approach to the Fog of War and Hawkish Central Banks
Our outlook heading into 2022 focused on the strength of global growth, especially in the developed world. In the U.S. and Euro area (EA), we projected above-trend growth of 3.6% and 4.3%, respectively.
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White papersThe Long View: Russia-Ukraine War Has Lasting Implications for Investing
When Russian president Vladimir Putin sent troops into Ukraine, he unraveled decades of efforts to cement peace in Europe after the Cold War. For investors, the new world order has shaken up broad issues that shape our analysis of asset classes and securities.
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White papersSeven Predictions Amid the Rising Unpredictability
As the Ukraine War spirals toward broader geopolitical conflict, some elements of the outlook are already coming into view.
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White papersA measured approach to volatile markets
Despite the uncertainty caused by the conflict in Ukraine, markets are still trading in an orderly, albeit volatile, manner with support and tentative buying at cheaper levels.
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White papersRussia-Ukraine: a lot of bad news already priced in, but the outlook is deteriorating
The second week of conflict in the Ukraine was marked by additional market volatility. Equities are down across the board. The demand for safe-haven assets temporarily pushed the 10-year Treasury down to 1.7% before it retraced to 1.9% amid rising inflationary pressures. Meanwhile, gold has remained well supported, briefly moving above $2000/ounce.
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White papersBack to Basics: Commodities and Radical Uncertainty
When facing uncertainty in the markets, we find it helpful to frame our thinking within the four quadrants made popular by U.S. Secretary of Defense Donald Rumsfeld: known knowns, known unknowns, unknown knowns, and unknown unknowns.
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White papersCentral Banks on Deck to Fight Inflation
The ECB was owlish—carefully hawkish. It further reduced asset purchases for Q2 below the €40 billion previously announced and left completely open the pace of asset purchases for Q3. This leaves room for great flexibility: the ability to hike or not in Q4.
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White papersMonths When Decades Happen
Europe enters this dangerous period on solid footing. Unemployment is at record lows. Wage growth remains subdued. Russia’s war in Ukraine adds a strong inflation headwind to the ongoing expansion.
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White papersIn support of Ukraine
All of us at Federated Hermes have been disturbed by the unprovoked invasion of Ukraine by Russia. As shocking images of bombs demolishing buildings in Ukraine’s major cities and harrowing tales of refugees – including orphans – seeking safety beyond the borders of their homeland flood our televisions and social media feeds, we stand with the Ukrainian people on the side of freedom, independence and democracy and condemn the Russian government’s aggression.
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PodcastCommodities: An Inflation Hedge for All Seasons?
As we see the effects of inflation taking place globally, investors may be wondering what their next move is in asset allocation. However, the inflationary environment we’re seeing today is unlike what we have seen in forty years. So to no surprise, commodities investments have become top of mind to many investors as it’s considered a traditional inflation hedge. But does that thinking apply to all inflationary environments? And what are the ESG implications behind commodities investing today?
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White papersEnergy Markets in View
Energy prices have surged to multi-year or record highs amid the war, and many are wondering if they still have further to go.
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White papersGeopolitical Risks in the United Kingdom
As geopolitical tensions escalate across the globe, our UK Equity team provides its insights into Russia’s invasion of Ukraine and the implications for UK-listed companies.
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White papersQuick Thoughts: Should We Fear Stagflation?
It is little surprise that the word “stagflation” is trending as the world grapples with the possibility of both slower economic growth and higher inflation.
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White papersBrazil: Worth a Closer Look
Franklin Templeton Emerging Markets Equity team weighs in on why Brazilian equities have managed to weather recent geopolitical storms.
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White papersIs Brazil Compellingly Out of Sync?
The Russia-Ukraine war has led to a surge in commodity prices, which means Brazil, a key commodity exporter, stands to benefit. Here, Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton Exchange-Traded Funds, explores the outlook for Brazilian equities in light of recent events.
