Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
Commodities
What happened to commodity ETFs during the nickel-trading meltdown?
TThe recent suspension of nickel trading at the London Metals Exchange (LME) offered a case study on how ETFs behave during market disruptions. 
Double whammy: European power and carbon prices
Soaring power and carbon prices are affecting European corporates, with significant implications for credit portfolios. 
The role of commodities in strategic asset allocation
Commodity investments can provide diversification and hedging benefits against inflation risk, but are not a panacea. 
Supercycle versus superpower
Rampant economic growth is typically bullish for commodities, but could this time be different? 
Us and Au: investing in gold
Gold may be undergoing a form of reverse alchemy, with important implications for multi-asset investors. 
Why the oil sector shouldn’t reinvent itself through renewab
Why ‘going green’ doesn’t require reinvention – even for oil companies. 
Oil and Gold. Risk business for 2020?
Everyone seems to love gold and nobody seems worried about US-Iran tensions. Here's why both worry us. 
Oil be damned
The attack on two Saudi oil facilities led to a spike in oil prices and delivered another shock to a world economy already suffering from... 
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