Key Analysis

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Mining & Metals Equity Outlook

We expect mining equities to continue facing headwinds into 2015 and therefore expect the Bloomberg World Mining Index to underperform broader global equities. Miners' performance will be capped by...

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Our Key Themes For 2015

The end of the oil boom will deal another blow to Latin America's commodity-fuelled growth story. Combined with a tepid outlook for industrial metals demand and prices, 2015 will be a difficult year...

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Labour Disputes Pose Long-Term Risk

A strike by oil workers in Gabon poses a serious threat to the country's economic stability. The government will be forced to negotiate, but labour relations will remain a serious concern over the...

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