Macro matters: The big deal
Will a US/Ukraine mineral deal ultimately act as a stimulus or inject yet more volatility into an already fraught global commodity market?
Commodities
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Schroders: Is gold the new dollar?
Investors flocked to the safety of gold rather than the US dollar amid recent volatility as Trump rewrites the global monetary regime
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Four views: Diversifying the diversifiers
Portfolio Adviser asks four experts to share what they expect will be the most attractive diversifiers for the year ahead
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Fund manager profile: Barings’ Omotunde Lawal on busting myths on EM credit
Despite widespread misconceptions, the emerging corporate credit market is ‘more of a teenager than a baby’, and with that maturity has come more stability and more opportunity
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Weekly Outlook: Miners Rio Tinto, Glencore and Antofagasta post results
Key events for wealth managers in the week beginning 17 February
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Gold funds surge in January as tariff fears mount
Precious metal funds topped the charts while India funds tanked
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WisdomTree launches Strategic Metals ETF
Seeking to target exposure to metals driving the energy transition
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Mind Money: Why China will transform the global commodity market in 2025
China’s economy sways commodity markets, so a rapid slowdown of growth is likely to upend global dynamics, writes Igor Isaev
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Square Mile’s Earnshaw: When is an alternative not an alternative?
Consideration of different risk and reward outcomes is key
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Square Mile’s Fund Selector: IA specialist funds to watch
Square Mile’s David Holder checks out the top performers and compelling newcomers
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Bank of America: Investors ‘nervous bulls’ as four in five anticipate soft landing
BoA marks commodities as top contrarian move
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WisdomTree launches European Natural Gas ETC
WisdomTree European Natural Gas ETC will track the performance of the Dutch Title Transfer Facility