09/08/2022

Comprendere l'universo delle materie prime [Webinar en italiano]

Le materie prime rappresentano una componente importantissima di ogni economia moderna. Esse possono essere raggruppate in sotto-insiemi molto diversi fra di loro, per caratteristiche ed utilizzo. Ricordiamo ad esempio le derrate agricole, le risorse energetiche e i metalli. In questo seminario cercheremo di capire quali sono le alternative disponibili per potere investire in questa asset class.

02/08/2022

Inflazione alle stelle: le materie prime sono di aiuto [Webinar en italiano]

Webinar in cui mostriamo come, in praticamente ogni circostanza di mercato, investire in materie prime consente di ottenere una copertura adeguata dagli effetti dell'inflazione inaspettata

07/06/2022

Metales y medicina

La industria médica es una fuente clave de demanda de oro, plata, cobre, platino y paladio. Dado que el gasto en asistencia sanitaria e I+D es cada vez más vital frente al envejecimiento de la población, esta demanda puede aumentar en los próximos años.

Metales y minería - 3/4

24/05/2022

Inflación vertiginosa: ¿las materias primas al rescate?

Una visión de la inflación de los costos de los insumos, y de cómo un aumento de los mismos crea un ciclo de retroalimentación para la inflación en su conjunto. ¿Pueden las materias primas ayudar a su cartera a superar la inflación cuando los activos tradicionales tienen dificultades?

Beneficios de la inversión en materias primas - 3/4

03/05/2022

Comprender el universo de las materias primas - Softs, Hards, Ags

Las materias primas son una clase de activos que puede resultar desafiante para los inversores, pero que puede aportar beneficios potenciales de diversificación a las carteras en momentos de mayor tensión en los mercados.

Invertir en materias primas - 1/4

19/04/2022

¿La invasión rusa de Ucrania retrasará el Net Zero?

La invasión rusa de Ucrania ha precipitado una catástrofe humanitaria y ha sumido a muchos mercados mundiales en la confusión. Gran parte de la respuesta mundial ha sido en forma de sanciones, que han presionado el suministro de energía y han puesto el futuro de muchos insumos minerales en el punto de mira.

En este seminario web, examinamos las ramificaciones de la guerra desde la perspectiva del Net Zero. ¿Retrasarán las sanciones el camino hacia el cero neto? ¿Cómo pueden verse alterados los mercados mundiales de materias primas? ¿Distraerá la propia guerra a los gobiernos de la importancia de la descarbonización? ¿Se acerca el fin de la globalización y qué efecto puede tener en la agenda verde?

15/12/2021

Perspectivas de los metales en 2022 con CRU

In this second instalment of our Outlook series, NTree's Head of Research, Hamad Ebrahim and CRU's Director, Paul Robinson discuss the past, present, and future trends in the metals markets, particularly precious and base metals.

Paul has over 25 years’ experience in commodity industries working across the metals, mining, and power sectors. He is a member of CRU’s Group Executive and works on M&A activities and broader business development opportunities for the company.

Professional investors can expect to gain an insight on the precious and base metals markets into the next year, and the future technology causing the headwinds in commodity consumption. Additionally, what metals may benefit from a stronger ESG focus through clean energy technologies.

21/04/2021

Perspectivas de los metales preciosos y básicos con Paul Robinson, CRU

Hamad Ebrahim, NTree’s head of research, in discussion Paul Robinson, Director, CRU. Covering the outlook for gold, silver, platinum, palladium, copper and nickel as well as whether a commodity supercycle has begun or not.

27/01/2021

Spotlight Series II: Metales del grupo del platino - Limpiando el aire del mundo

Two of the most expensive metals in the world, Platinum and Palladium are also vital in removing harmful gasses from vehicle exhausts - a vital step to a net-zero economy. Since the 1970s, Platinum Group Metals have been the most important component in catalytic converters, and as governments around the world gradually require ever cleaner vehicles, the load of metal per unit has increased in step.

In this second episode of Metal.Digital’s Spotlight Series, we support professional investors to understand how the catalytics industry might affect the price of Platinum and Palladium over the coming decade.

Take a look at the BrightTALK page below for more information, and to register for the free webinar.

13/01/2021

Spotlight Series I: Metales del grupo del platino - Una economía con cero emisiones de carbono

As Internal Combustion Engines are gradually phased out across the world, the demand for Platinum and Palladium will likely be picked up by a new industry, no less transformational – Hydrogen Fuel Cells.

Promising to radically alter the ways in which we produce and store energy, this technology will be instrumental in the transition to a zero-carbon economy across the world, with far-reaching benefits in both developed and emerging markets. In this first episode of Metal.Digital’s Spotlight Series, we go into detail on Hydrogen Fuel Cell technology.

Take a look at the BrightTALK page below for more information, and to register for the free event.

22/12/2020

2020: ¿Un gran año para los metales?

The turbulence of 2020’s Coronavirus crisis has meant that many asset classes have experienced a great deal of volatility this year, but certain metals have offered strong returns. Both as directional trades, diversifiers, and inflation hedges, metals can be attractive to investors of all stripes, not least as that turbulence looks set to continue into 2021.

Professional investors will leave with a better understanding of the key trends of 2020, equipping them to better understand the commodities market in 2021.

Take a look at the event page over on BrightTALK for more information on this free webinar.