Gold losing its shine as US investors lose interest
Western investor sentiment and demand for gold and silver retreated in September, falling off three-year highs with US new accounts falling by almost one-third.
Commodities
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Investors pile into commodities
European investors have been seeking exposure to commodities at an unprecedented scale in the first eight months of the year. Active commodity funds, however, are losing out.
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BHP shares rally despite $6.4bn loss
BHP Billiton shares were the second highest riser in the FTSE 100, climbing 3.3% to 1076.8p despite reporting record losses in its interim results Tuesday morning.
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PA ANALYSIS: The commodity bull case revisited
Investors have again started looking at increasing their exposure to commodities this year. However, the asset class has delivered mixed results so far.
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Commodities reigniting, but buyer beware
Global resources fund manager Benoit Gervais is adamant the commodities sector is about to be reignited but advises caution while recovery is nascent.
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Watch for swings in sterling and commodities potential – Greetham
With the Fed keeping rates on hold and sterling under pressure, it is a good time to look for dips in commodities and increase exposure to emerging markets equities, says Trevor Greetham, head of multi asset at Royal London Asset Management.
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PA ANALYSIS: Is jumping on the gold bandwagon a fool’s errand?
The recent performance of gold funds will have many investors eyeing a move into the asset class or a topping-up of an existing holding.
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Is gold starting to glitter again?
Pictet Asset Management is overweight gold as concerns grow over political risks and the US dollar, said chief strategist Luca Paolini.
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PA ANALYSIS: Has a commodities bull market taken hold?
Every asset class has its time in the sun and periods where nobody wants to touch it with a barge pole.
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Commodities remain hurdle for US high-yield
Carl Whitbeck, head of US high yield at Axa IM, expects the struggling commodities sector and ongoing uncertainty around future Fed action to lead to greater volatility in the high yield space.
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How to inflation proof your portfolio
Architas outlines four mechanisms that can be used to provide some protection against inflation.
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Sector report: Regaining the Midas touch
Having been much-maligned over the past few years, gold has performed rather well in 2016 as volatility has risen and investors look for safe havens. However, there remain questions as to its true value
