Commodities
Commodities | 30 Aug 16
ANALYSIS: A double-take on gold funds
George Cheveley, manager of the Investec Global Gold Fund, details his structured, two-pronged approach, while Ani Markova, head of the Smith & Williamson Global Gold Fund, describes her fund’s long-term strategy. Chelsea Financial Services’ managing director Darius McDermott offers a neutral viewpoint.
Commodities | 12 Aug 16
ANALYSIS: Is the golden opportunity still alive?
The first half of 2016 was the first time investment has been the largest component of gold demand for two consecutive quarters. Should this leave gold bugs feeling vindicated or afraid?
Commodities | 10 Aug 16
Bonds are the new commodities in a ‘dangerous neighbourhood’– JP Morgan
A negative yielding bond is trading like a commodity, according to Oksana Aronov, managing director of JP Morgan’s Income Opportunity Fund.
Commodities | 1 Aug 16
Commodity-focused trusts top Q2 performers – QuotedData
The best performing UK trusts in the second quarter of 2016 were focused on commodities and natural resources, Vietnam and Latin America, according to investor research group QuotedData.
Commodities | 18 Jul 16
Commodities reigniting, but buyer beware
Global resources fund manager Benoit Gervais is adamant the commodities sector is about to be reignited but advises caution while recovery is nascent.