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commodities


Amy Myers Jaffe: Energy Markets and Musical Chairs
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Ten years ago, we thought the world was running out of oil, that China and other emerging market countries would have insatiable energy demand growth, and that production costs would generally rise over time. That turned out to be wrong. Energy expert Amy Myers Jaffe explains why the world looks different today. What’s changed?

As Oil Prices Stay Lower for Longer, MENA Charts a Path Forward
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Conversations around drivers of economic growth, transitioning away from oil production, and increasing entrepreneurship have gained greater relevance in the Middle East.

Peak Oil and Runaway China: A Dangerous Combination of Memes
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A pair of memes, working in concert, created a dangerous scenario for energy investors who thought that this time would be different.

Investing in a Market Maelstrom
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The 2016 Middle East Investment Conference will convene amid a market maelstrom of volatile oil prices, negative interest rates, geopolitical drama, and national budget revisions.

Fixed Income in Emerging Markets: 2016 Bill of Health
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Jason Voss, CFA, assesses three factors to understand the current bill of health for emerging market fixed-income investments.

Navigating An Experimental Economic Environment
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Our generation of investors must navigate an anemic global economy that was inconceivable only a few years ago, unmoved by zero interest rates and bursts of experimental monetary policy. Mark Harrison, CFA, has identified key presentations to help professionals chart a path forward.

Investing in New Realities: Commodities, Disruptive Megatrends, and State Capitalism
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Selections from CFA Institute Conference Proceedings for investment professionals ready to re-consider new investing realities by engaging with the latest thinking on global economics, frontier markets, innovative investment techniques and disruptive industry trends.

GIC’s Russell Read, CFA, on the Alpha and Beta of Commodities Investing
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Commodity strategies have a major and multidimensional role to play in a diversified portfolio — especially for investors in the MENA region.

Watch Energy and Guns on the Trip to the Peak

Unlike drones and more like electrocardiogram plots, investments rarely go in straight lines but rather undulate, frequently reversing directions, which is normal.  As has been stated in my past posts, I believe that our current journey will take us… READ MORE ›

A Brief History of Electronic Currency: Bitcoins Shouldn’t Surprise You
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Intrigue surrounding online currency is nothing new: Take a look at the exploitation, investment fraud, and government crackdowns in the virtual currencies that came before Bitcoin.