Commodities
RC - 2022.04 - Investment talks - Commodities - cover
Investment Talks 27.04.2022 War and Net Zero offer opportunities across the commodity universe

Understanding the role that commodities could play in portfolio diversification under a regime of high and persistent inflation.

More > 10 minutes
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Investment Talks 25.03.2022 A more fragmented Emerging Markets world amid the Russia-Ukraine crisis

The economic impact stemming from the crisis will be uneven across countries, with some economies potentially benefitting from the commodity boost and others challenged by higher inflation dynamics.

More 5 to 10 minutes
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Investment Talks 11.03.2022 Russia-Ukraine: a lot of bad news already priced in, but the outlook is deteriorating

We expect inflation to trend higher across emerging and developed markets and growth to be lower than initially expected, with higher risks for Europe and in particular countries more vulnerable to sanctions and energy price dynamics.

More > 10 minutes
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Investment Talks 7.03.2022 Russia-Ukraine: an uncertain outcome calls for higher focus on liquidity

There are multiple scenarios for the continuation of the crisis. What is certain is that volatility will persist and real interest rates will remain in negative territory for a while.

More > 10 minutes
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Investment Talks 1.02.2022 Russia-Ukraine tensions: geopolitical risk adds volatility to risk assets

Understanding recent tensions between Russia and Ukraine, as well as the implications on the economy and potential geopolitical and investment consequences.

More 5 to 10 minutes
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Investment Talks 13.01.2022 Kazakhstan: low impact for asset prices, but a wakeup call for geopolitical risk

Understanding recent turmoil in Kazakhstan and its evolution, as well as the implications on its economy and potential geopolitical consequences in the region.

More 5 to 10 minutes
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Working Paper 14.06.2013 Cross-Hedging of Inflation Derivatives on Commodities: The Informational Content of Futures Markets

According to the macro-econometric literature, the impact of exogenous oil price shocks on Inflation have greatly increased in the last two decades throughout OECD countries while the persistence of those shocks on long-term inflation, namely core inflation, has dramatically decreased.

More > 10 minutes

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