Crispin Odey rakes it in on Anglo-Russian miner bet
Hedge funder has already more than doubled his initial investment in Polymetal
Commodities
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Russian invasion unlikely to force central banks off course
Inflation is expected in an escalation and de-escalation scenario so central bankers have to hold their nerve
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Commodity producing emerging markets set to shine
As global risk-off sentiment makes bad situation worse for EM equities
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Oil flirts with $100 per barrel as Russian tensions rise
But it is ‘premature’ to start talking about a European energy crisis
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Dewi John: Not waving, but cycling – are commodities rebounding?
Market watchers have begun to raise the prospect of a new commodities supercycle so what is the underlying cause?
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Baillie Gifford tops the charts once more as tech and commodity funds bounce back
Baillie Gifford’s American and Health Innovation funds rebound after being among the worst performers in March
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Could a rising dollar throw emerging markets and commodities off course?
Higher long-term bond yields are usually supportive of the US dollar
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What does the oil demand shock mean for the low-carbon energy transition?
‘This whole situation may well be the catalyst to a faster transition’
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DFMs bide their time on negative oil prices
WTI contracts hit by ‘double whammy’ of supply glut and coronavirus lockdown
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Defensive wealth management industry pans for gold
Weakening dollar and shift in monetary policy fuel excitement for the precious metal
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Dividend cover puts UK equity income managers under pressure
FTSE 100 dividend cover is currently just 1.74x
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The worst-performing investments trusts of Q3
From litigation to natural resources, Portfolio Adviser highlights the worst trusts of Q3 2018
