By Nicholas J. Johnson | Jul 27, 2018 Gold Outlook Brightens Ultimately, we think the sell-off will prove transient and that the relationship of real yields to gold observed over the past decade will prevail.
By Greg E. Sharenow, Nicholas J. Johnson | Jun 27, 2018 After OPEC Meetings, We See a Constructive Backdrop for Oil Our base case is that oil balances remain tight and that prices realized exceed what the futures market is indicating.
By Nicholas J. Johnson | Nov 27, 2017 Charting Opportunity in ‘Backwardated’ Oil Markets What does backwardation in the oil futures curve mean for commodity investors?
By Ray Huang, Nicholas J. Johnson | Nov 09, 2017 At Least One Type of Equities Is Still Undervalued: REITs REIT valuations are looking attractive relative to other liquid financial assets.
By Nicholas J. Johnson, Andrew DeWitt | Oct 04, 2017 Oil Market Shifts From Contango to Backwardation: Implications for Investors The pivot to backwardation is notable for investors for three key reasons.
By Nicholas J. Johnson | Mar 11, 2016 Why Gold Looks Rich Gold is at the highest level in more than two years; will it continue to shine?
By Nicholas J. Johnson | Oct 07, 2015 Global Commodities: Price Stability Ahead In this video, Portfolio Manager Nicholas Johnson explains our outlook for greater stability for most commodities – and upside potential for oil and gas.
By Nicholas J. Johnson | Apr 07, 2015 Gold’s Tarnished Reputation While 25 central banks around the world are easing monetary policy, debates about competitive devaluation and currency wars are reigniting. Yet gold prices remain at the lows of the last five years. What gives?
By | {{result.Date | date:'MMM dd, yyyy'}} {{result.FirmApprovalName}} Control Number: {{result.FirmApprovalCode}} | Firm Approval Expiration Date: {{result.FirmApprovalDate}} — {{result.CustomText}}
Aaditya Thakur Alex Petrone Andrew Balls Andrew Bosomworth Andrew Pyne Andrew T. Wittkop Anmol Sinha Beth MacLean Bill Smith C. Del Anderson Christian Stracke Chris Brightman Courtney Garcia Daniel H. Hyman Daniel J. Ivascyn David Hammer David L. Braun Ed Devlin Emily Y. Au-Yeung Emmanuel Roman Emmanuel S. Sharef Erin Browne Eve Tournier Gavin Power Gene Frieda Geraldine Sundstrom Giang Bui Greg E. Sharenow Harin de Silva Isaac Meng Ismael Orenstein James Moore Jamil Baz Jeff Helsing Jelle Brons Jerome M. Schneider Jerry Woytash Joachim Fels John M. Devir John R. Cavalieri Joshua Anderson Julie P. Callahan Kate Lehrkind Kenneth Chambers Ketish Pothalingam Kristofer Kraus Kwame Anochie Laura Graff Libby Cantrill Lillian Lin Loren Sageser Lorenzo Pagani Lupin Rahman Marc P. Seidner Mark R. Kiesel Matthew Livas Matthew Tracey Michael Althof Michael Connor Michael Kim Mihir P. Worah Mike Amey Mike Cudzil Mohsen Fahmi Naila Makhdumi Nathan Chiaverini Nicholas J. Johnson Nicola Mai Olivia A. Albrecht Peder Beck-Friis Philippe Bodereau PIMCO Pramol Dhawan Ray Huang Richard Clarida Rick Chan Robert Mead Ryan Murphy Sabeen Firozali Sachin Gupta Samuel Mary Scott A. Mather Sean McCarthy Sonali Pier Stacey Shi Stephen Chang Taosha Wang Tiffany Wilding Tina Adatia Tomoya Masanao Tony Crescenzi Vinicius Silva Wesley Chan William Martinez Yacov Arnopolin Yishan Cao
January 2020 December 2019 November 2019 October 2019 September 2019 August 2019 July 2019 June 2019 May 2019 April 2019 March 2019 February 2019 January 2019 December 2018 November 2018 October 2018 September 2018 August 2018 July 2018 June 2018 May 2018 April 2018 March 2018 February 2018 January 2018 December 2017 November 2017 October 2017 September 2017 August 2017 July 2017 June 2017 May 2017 April 2017 March 2017 February 2017 January 2017 December 2016 November 2016 October 2016 September 2016 August 2016 July 2016 June 2016 May 2016 April 2016 March 2016 February 2016 January 2016 December 2015 November 2015 October 2015 September 2015 August 2015 July 2015 June 2015 May 2015 April 2015 March 2015