BCM News and Press, iPath Pure Beta Broad Commodity ETN From 02/26/22

Russia has invaded Ukraine. Franklin Templeton Investment Solutions team reflects on the human tragedy that is occurring as they also parse the data to understand the resulting economic and market implications. On February 24, Russia invaded Ukraine and shelled military installations ...

FIA recently released its statistics on the number of futures and options traded on exchanges worldwide in 2021, marking the fourth consecutive year of record-setting trading activity. Two years ago, we reported that the Chinese volume growth entered into a new category; the 1billion ...

Following a 14% rally in the MSCI Russia Index in 2021, the index has posted double-digit declines in 2022 as investors factor in the risk of sanctions, dividend cuts and higher risk premiums. The invasion of Ukraine is testing our conviction, but our views are unchanged for now, ackn...

One of the simplest but most important lessons an investor can learn is this: capital follows returns; returns don’t follow capital. Money comes into a sector only after it has had a terrific run in terms of investment performance. Furthermore, that influx of new money nece...

Russia's recognition of the Donetsk and Lugansk People's Republics (DLPR) has sparked global outrage and triggered the first tranche of sanctions. Although Russian markets are closed for a public holiday, offshore trading shows a continued sell-off in Russian USD debt. We take a l...

Russia supplies natural gas to Europe, and in the event of US sanctions, this could impact Europe. But there are so many LNG ships in the Atlantic right now that lease rates have collapsed, so Russian threats to cut off Europe’s gas may not be much of a threat. The other big th...

To help address investor concerns about Russia-Ukraine tensions, our Portfolio Managers examine the impact on their respective asset classes and potential allocation changes. We believe sanctions initially will focus on Russia’s top security personnel and companies directly inv...

With January’s 7.5% headline CPI reading coming in as the highest inflation number in nearly 40 years, now seems an opportune time to assess the outlook for inflation. Understanding where inflation is heading is not only important from an economic perspective, but the direction...

As inflation has proven more resilient than transitory, investors are searching for a way to protect their investments against erosion. Growth companies are extremely vulnerable to inflation and rate hikes. Broad commodities are the only asset here that has historically performed ...

Developed market 10yr rates jump as the US 10yr hurdles the 1.9% figure. The 2% level is in sight as multiple signs point north for yields. Commodities remain on fire – both energy and agricultural types. Real yields are important to watch. High rates after inflation co...