‘Not a time for major calls’: Six multi-asset managers explain their Q4 positioning
Six investors outline their thoughts on markets for the final quarter of the year and beyond
Commodities
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Is it time to buy the dip in commodities markets?
Some investors see opportunity amid the volatility
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Pimco swoops on Société Générale commodities duo
Michael Haigh and Jules Penel will be based in firm’s London office
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Commodities and natural resources among few bright spots in 2022
But gold and a weaker US dollar could make next year more interesting for investors
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Darius McDermott: Divide and conquer for commodities exposure
They play a multi-faceted role within portfolios and, despite a few short-term headwinds, it’s impossible to deny the strength of the story
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European growth at risk of running out of gas
Russia’s weaponising of fossil fuels could trigger a wave of business closures
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Can oil and gas giants sustain bumper dividend payouts?
Fossil fuels are being shunned by investors, but record payouts mean sector could still worth adding to portfolios
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Baillie Gifford and UK small cap funds slump in tumultuous Q1
Five of the Edinburgh manager’s funds and trusts are nursing 20% losses
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Neuberger Berman rolls out Ucits commodities fund amid soaring energy prices
Brent crude is at $105 p/b, while gold, nickel and wheat prices are up 40% due to disruption from Russia-Ukraine war
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Crispin Odey rakes it in on Anglo-Russian miner bet
Hedge funder has already more than doubled his initial investment in Polymetal
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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