Commodities back on the investor table
According to Threadneedles Nicolas Robin improving developed markets and structural shifts mean commodities are increasingly back on investors radar screens.
Commodities
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Treat gold as its own asset class
Gold should be viewed as a standalone asset class, separate from a more general allocation to commodities, the World Gold Council said on Thursday.
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ETP investor focus shifting from gold to silver
According to ETF Securities, increasingly positive views on the outlook for the global economy has seen more industrially-sensitive commodities increase inflows.
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Commodity financialisation keeps Heartwood
The increasing dominance of financial players within commodity markets reduces their diversification appeal
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Gold investors may have already seen 2014 high
According to Metals Focus, gold is not expected to trade higher than $1,375/oz in 2014.
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Copper pressured due to supply surplus
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.
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Commodity ETPs return to favour in Q1
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.
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Liquidity rates geopol risk will push up gold
Robert Cohen, VP and portfolio manager at Dynamic Funds identifies the three drivers pushing up golds value for the foreseeable future.
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Stocks holding firm says Charles Stanley
As equities move higher, gold continues its decline while copper finds support.
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Be contrarian buy commodities
Conventional wisdom says if China struggles then so does demand for commodities, but does that make resources a contrarian opportunity worth pursuing today?
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Clean energy set for boost as India meets with US
Clean energy could be in for a huge boost after India and the United States met earlier this month to renew talks regarding cooperation on clean energy.
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JPM to sell commodity unit for USD3bn
JPMorgan Chase buckles to regulatory pressure, calling time on its five-year foray in physical commodities
