Investment IQ’s Post

Digging into the complexities of investing in commodities with a sustainable lens. Bloomberg. Sustainable investors considering extending their sights to the commodity markets have a lot to consider; the emissions associated with not just the commodities but the derivatives typically used in portfolios. They also need to understand how carbon credit futures are being used. 🔗 Read the full article on Investment IQ: https://lnkd.in/eyweNCEW #investing #assetmanagement #wealthmanagement #finance

Digging into the complexities of investing in commodities with a sustainable lens. Bloomberg. Sustainable investors considering extending their sights to the commodity markets have a lot to consider; the #emissions associated with not just the commodities but the derivatives typically used in portfolios. They also need to understand how carbon credit futures are being used. 🔗 Read the full article on Investment IQ: https://lnkd.in/eyweNCEW #investing #assetmanagement #wealthmanagement #finance

Digging into the complexities of investing in commodities with a sustainable lens. Bloomberg. Sustainable investors considering extending their sights to the commodity markets have a lot to consider; the #emissions associated with not just the commodities but the derivatives typically used in portfolios. They also need to understand how carbon credit futures are being used. 🔗 Read the full article on Investment IQ: https://lnkd.in/eyweNCEW #financialadvisor #investment #fundmanagement #assetmanagement

The trading of carbon allowances and/or relevant derivatives can potentially offer both a diversified return stream and an additional hedge against climate risk – through exposure to a market that will benefit from a rising carbon price. This report provides a concise introduction to the investment characteristics of carbon compliance credits and the growing use of this emerging asset class. https://okt.to/jcgRSx

The global economy will enter a #stagflation light period. What's the definition of stagflation light? What defensive sectors will outperform during this period? Watch the video to find out. You can also read this insightful article from our Head of Equity Strategy Peter Garnry, CFA here: http://spr.ly/6042Pc98w #stagflation #infaltion #energy #oil #commodities #Gold #Silver #recession #SaxoBeInvested

The global economy will enter a #stagflation light period. What's the definition of stagflation light? What defensive sectors will outperform during this period? Watch the video to find out. You can also read this insightful article from our Head of Equity Strategy Peter Garnry, CFA here: https://bit.ly/459oAE5 #stagflation #infaltion #energy #oil #commodities #Gold #Silver #recession #SaxoBeInvested

The voluntary carbon market is in a make or break moment, after a year filled with public scrutiny and high-profile scandals undermining investor confidence. Join BloombergNEF experts on May 7th for a discussion outlining the current trends and long-term outlook of this market. https://bloom.bg/4diPj5D

Introducing #carbonfutures in Asian markets is expected to be challenging, an S&P Global Commodity Insights report stated, citing experts at Commodity Trading Week APAC. This is due to the regulators' fragmented policies, hesitation to tighten emission control measures, and a lack of coordination, the report noted. Voluntary carbon markets also face difficulties in scaling up futures demand. 👉 Read the full article for the key issues impacting carbon markets and what can be done to create opportunities for carbon futures. https://lnkd.in/gtuu8VGE #carbon #carbonmarkets #carbontrading #commoditytrading #commoditytradingweek Commodities People #presscoverage

Watch the 7 minute George Davis update to find out RBC Capital Markets recommendation for the best time to buy and sell USD currency, as well as the data that is impacting our currency!

Credit to Till Christian Budelmann December 7, 2023 OUTLOOK 2024: BONDS OVERWEIGHT FOR THE FIRST TIME IN MANY YEARS https://lnkd.in/gMWwAhRr Our BERGOS OUTLOOK 2024 has just been published! The links can be found in the comments section For the first time in years, we are overweight global bonds (we use the Bloomberg Global Aggregate as a reference index) ● 2021: underweight -> global bonds -5% ● 2022: underweight -> global bonds -16% ● 2023: neutral-> global bonds +2% (as of yesterday) ● 2024: overweight-> global bonds ??? Bergos AG