Analysis
Commodities | analysis 24 Jul 15
ANALYSIS: Is it time to rethink mega caps?
Anglo American CEO, Mark Cutifani made it clear at the group’s interim results presentation on Friday that the mining sector is currently facing one of the toughest periods he has seen so far in a 40-year long career. And, the sector’s woes have a way to run still.
Investment | analysis 23 Jul 15
Bond squeeze: The rising risk of policy misstep
Turbulence in bond markets has left bond investors nervous and cash piles high but while more movement is expected, certainty on a few issues could see investors moving back into the market during the second half of the year.
Investment | analysis 23 Jul 15
ANALYSIS: Is cash the right accessory to beat the summer heat?
With the traditional summer volatility set to be followed by a US interest rate hike, some managers are holding their highest-ever cash weightings – but is this the right course of action?
Investment | analysis 22 Jul 15
ANALYSIS: Could an MPC vote split usher in the autumn?
With MPC minutes having today revealed growing concerns about UK inflation it suggests that, alongside rising interest rates, investment strategists are going to have plenty to ponder by the time the summer fades.
Investment | analysis 21 Jul 15
ANALYSIS: Fool’s gold, or the golden ticket?
Gold fell through the psychological $1,100 per ounce level at the start of this week as prices plunged more than 4% in early European trade on Monday.