"In gas markets, Iran is a significant producer, but it is not major exporter of gas. Unlike the oil market, there is little or no spare capacity in global gas markets right now. The big players in the region are Qatar and the UAE whose combined…
"The escalation of the Middle East conflict, now involving fighting against Hezbollah in Southern Lebanon, and Iran’s subsequent retaliatory missile attack on Israel, could put further upward pressure on oil prices if energy assets are targeted,"…
"Interest rate risk and high breakeven levels combined with concerns that crop and livestock prices could weaken are holding back producer sentiment and making producers cautious about making large investments," says said James Mintert, the…
"For the first time since the first democratic elections in 1994, the results of the coming election are by no means certain. This alone will result in investors exercising caution, at least in the first half of the year," says Chris Green,…
Schroders Quantitative Equity Product (QEP) team outline below some of the key themes for the year.
Most of the remaining markets ended February down in US dollar terms. These included Czech Republic, South Africa and Egypt. In South Africa, rand weakness had a negative effect on returns as the market continues to struggle with US dollar strength…
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