Upcoming events and webinars
Join our strategy team as they present their cross-asset views as featured in our new Q1 2021 Quarterly Outlook.
In the past 227 years of recorded market prices, the world has witnessed a mere six commodity bull markets. The Saxo Strats team fully expects 2021 to mark the beginning of the seventh. A commodity bull market is part and parcel of a new secular inflationary regime, a development few investors alive recall during their professional careers, as the last one ended about forty years ago. Importantly, this could mark a jarring shift away from the present euphoria in asset markets fueled by very negative real rates and the most relaxed monetary policy in history.
Nowhere has the recent vaccine news from Pfizer/BioNTech and Moderna had a bigger positive impact than on the energy sector. The potential for vaccines being rolled out in the new year, thereby driving a recovery in global fuel demand, was received very positively by the market. Adding to this the so called rotation out of momentum into more traditional value stocks - such as energy - the foundation for renewed investor interest has emerged. But with that there has also been a divergence in the performance between supply/demand dependent crude oil and forward looking equities on energy companies.
In this webinar we will discuss:
- The supply & demand backdrop for Energy
- Backwardation in the futures market and what this means
- The impact on oil demand from more flexible work hours and the transition to electric vehicles
- If the decade long underperformance of the Energy sector may be coming to an end
- Outlook and potential investment opportunities for 2021
The presentation will last approximately 1hr including Q&A.
Each year, Saxo looks ahead and boldly makes ‘10 Outrageous Predictions’ for the coming year. And now, our fearless experts are back to unveil their 10 Outrageous Predictions for 2021.
Want to know what they think might happen in 2021? Join our webinar and you’ll hear how:
• Silver might double in price
• Amazon could relocate its HQ to Cyprus – and buy the entire country
• Zombie companies may start to fall
Some of our forecasts might come to pass, some might not – but they’re all guaranteed to give you a new perspective on the markets and make you think outside the box.
Gold companies have become one of the most fundamentally attractive investment opportunities in the market today. With higher gold prices, established companies are seeing strong cash flows and expanding margins, while some junior developers and producers are making new discoveries and expanding production. Battling the pandemic and persistent risks to economic well-being, a weaker dollar and negative real rates are all drivers that may push gold prices above $3,000 per ounce in the coming years.
Founded in the US in 1955, VanEck has been investing in gold for more than 50 years. Join Richard Siaw, Vice President of VanEck, for this webinar looking at the macroeconomic outlook for gold, investor sentiment and gold miners’ efforts to win back investors.
Worried about rising uncertainty from Covid-19 and the upcoming US election? Join Saxo’s Global Macro Strategist, Kay Van-Petersen, and Singapore Sales Trader, Danny Khoo for an afternoon webinar where they will discuss how you can use options to protect your portfolio in declining markets. The webinar will cover options basics as well as specific options strategies designed to protect your portfolio against downside risk.
Click on the button below to sign up for the afternoon webinar.