investors flock to gold and oil etf securities
As concerns on the Ukraine crisis mount investors are eyeing gold as a safe haven and buying into oil amid the possibility of more aggressive sanctions.
As concerns on the Ukraine crisis mount investors are eyeing gold as a safe haven and buying into oil amid the possibility of more aggressive sanctions.
Roberto Cominotto, manager of the JB Energy Transition Fund at Swiss & Global, on the opportunities in the expansion of North American energy infrastructure as a result of the shale oil and gas revolution.
According to Threadneedles Nicolas Robin improving developed markets and structural shifts mean commodities are increasingly back on investors radar screens.
Gold should be viewed as a standalone asset class, separate from a more general allocation to commodities, the World Gold Council said on Thursday.
According to ETF Securities, increasingly positive views on the outlook for the global economy has seen more industrially-sensitive commodities increase inflows.
The increasing dominance of financial players within commodity markets reduces their diversification appeal
According to Metals Focus, gold is not expected to trade higher than $1,375/oz in 2014.
The copper market was largely balanced in 2013, despite global mine production rising by 8%, its fastest pace in over a decade, said Thomson Reuters GFMS.
Commodities have moved back into favour as shown by a first quarterly inflow into ETCs after four consecutive quarters of outflows, according to ETF Securities.
Robert Cohen, VP and portfolio manager at Dynamic Funds identifies the three drivers pushing up golds value for the foreseeable future.
As equities move higher, gold continues its decline while copper finds support.
Conventional wisdom says if China struggles then so does demand for commodities, but does that make resources a contrarian opportunity worth pursuing today?