Threadneedle’s Donora cautious on ‘eye-popping’ miners
Threadneedle’s David Donora says large cap miners’ capex levels are giving him pause for thought.
Commodities
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FSA executes search warrants on Castlestone’s offices
The UK authority will not disclose what it is looking for in its search of Castlestone offices.
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European-listed ETFs turn to gold for debt crisis sanctuary
European-listed ETFs bought up gold in Q2 as they search for a haven away from the debt crisis.
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Schroders delays launch of commodity fund
Schroders has delayed the launch of the Opus Commodity Fund, a Guernsey-domiciled investment trust.
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Highbridge adds sterling hedged share class to fund
Highbridge Capital Management has added a sterling hedged share class to its new commodities fund.
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Cazenove’s Rice: my conditions for turning bullish on equities
Cazenoves Chris Rice has a four-point plan to set the global economy on a path to normalisation.
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Commodity outflows continue as May redemptions near $5bn
Investors have now pulled close to $5bn from global commodity sector funds in the past three weeks.
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Commodity prices need to be better controlled
Tim Cockerill calls for better controls to limit commodity price volatility.
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Commodities rout continues as investors pull $2bn in a week
Commodities funds have been hit by a second successive week of record outflows.
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First State: we are not as alarmist as Grantham
First State’s Joanne Warner says her team is “more moderate” than Jeremy Grantham on commodities
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Aggressive market moves and how to calm the jitters
Investment Quorum CEO Lee Robertson discusses recent market activity and clients’ reactions.
