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  • Commodity investor flows - Updated Tue April 22, 2014

    • ETF: Focus is on precious metals, notably palladium funds; gold flows are bearish on positive US data • CFTC: The uptick in managed-money flows was led by energy sector; Arabica net spec is overextended...

  • Commodity investor flows - Updated Mon March 31, 2014

    • ETF: Fund flows were relatively slow; natural gas funds saw bearish flows • CFTC: Speculative money flows peaked, indicating future downside pressure on energy and metals ...

  • Commodity investor flows - Updated Mon March 17, 2014

    • ETF: Fund flows were positive across the entire complex, particularly for gold • CFTC: Aggregate net spec increased again, but cumulative money flow appeared overextended...

  • Commodity investor flows - Updated Mon March 3, 2014

    • ETF: Flows were positive across most of the complex; geopolitical drivers provided tailwinds for gold • CFTC: Managed-money flows trended towards their highest in two years ...

  • Commodity investor flows - Updated Mon February 10, 2014

    • ETF: Flows into commodities were mostly positive, except for base metals • CFTC: Aggregate net spec rose for a fourth straight week; dry weather drove agricultural net spec higher...

  • Commodity investor flows - Updated Mon March 18, 2013

    • ETF: Gold outflows continue to slow; we see this as an early sign that a trough is forming • CFTC: Speculative positions rise 26% w/w, mostly due to the outlook for agricultural commodities...

  • Commodity investor flows - Updated Mon December 31, 2012

    • ETF: Oil ETFs saw a large outflow of USD 180mn; commodity ETF AUM edged higher to USD 185.5bn • CFTC: Speculative positions were held in commodity futures, and options fell 14.5%...

  • Commodity investor flows - Updated Tue December 4, 2012

    • ETF: Flows into cyclical sectors helped the complex see positive inflows; gold inflows strengthened • CFTC: Aggregate commodity net spec rose by 7.5% in the most recent Commitment of Traders report...

  • Commodity investor flows - Updated Mon November 12, 2012

    • ETF: Flows were positive across the complex, with the exception of base metals and agriculture • CFTC: Net spec fell 11%, equal to USD 8bn of outflows; the most bearish changes in cotton and platinum...

  • Commodity investor flows - Updated Mon October 29, 2012

    • ETF: Strong flows into oil, gold and commodity index funds; silver outflows continue • CFTC: Speculators turn more bullish on cotton, and more bearish on WTI and precious metals...

  • Commodity investor flows - Updated Mon October 22, 2012

    • ETF: Commodity fund flows were mostly bearish, particularly those tracking crude oil • CFTC: Commodity complex net spec down 4.8%, largely due to precious metal and agricultural sectors...

  • Commodity investor flows - Updated Mon September 24, 2012

    • ETF: Investors go ‘risk on’ with strong inflows to oil and precious-metal funds • CFTC: The most bullish speculative re-positioning was in energy and precious-metal contracts ...

  • Commodity investor flows - Updated Mon September 17, 2012

    • ETF: Gold and oil funds see strong inflows; commodity index flow continues uptrend • CFTC: Copper and precious metals see big increase in bullish sentiment, agriculture a mild reduction...

  • Commodity Vector Portfolio - Updated Fri September 14, 2012

    • US stimulus gives the green light to position for a commodity rally • Continue to hold COMEX silver and LME copper call-option positions • Enter long positions on NYMEX WTI, ICE cotton, LME lead and NYMEX palladium ...

  • Commodity investor flows - Updated Mon September 10, 2012

    • ETF: Large inflow into agricultural index funds; inflows into precious metals continue • CFTC: 2.8% increase in commodity complex net spec; speculators most bullish on cocoa...

  • Commodity investor flows - Updated Mon September 3, 2012

    • ETF: Gold sees inflows as QE3 expectations mount; commodity index total YTD flows turn positive • CFTC: Speculative money inflows were USD 4.3bn in the latest week; precious metals led the way...

  • Commodity investor flows - Updated Mon August 27, 2012

    • ETF: Investors inject funds into precious metals; oil fund outflows trend higher despite strong prices • CFTC: Speculators turned notably more bullish last week, particularly in gold, WTI, corn and soybeans...

  • Commodity Vector Portfolio - Updated Wed July 4, 2012

    • We provide an update of our portfolio, including trades from our Roadmap publication • New trades: Enter long BMD crude palm oil (CPO) Sep 12 futures...

  • Commodity investor flows - Updated Mon June 18, 2012

    • ETF: Investors become more selective as commodity indices see net outflows • CFTC: Speculators turn more bullish on the soybean complex; energy outlook turns more bearish ...

  • Commodity investor flows - Updated Mon June 4, 2012

    • ETF: Net cumulative flows YTD in commodity index close to zero • CFTC: Speculative net long positions fall 9.4%; corn net spec reduced by nearly half...



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