High yields on commodity trusts tempt investors
There are signs that high yields are tempting investors back to commodities-focused investment trusts, but analysis group Stifel warned that current yields may not be sustainable.
Commodities
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Commodities ideas creeping in at the margins
Plunging oil prices and fears over Chinese growth have left commodities stocks on the floor. And, managers are increasingly divided on whether or not there is any life left in them.
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Capita cuts 2016 dividend forecast on commodities weakness
UK dividend payouts beat expectations in the third quarter but weakness in the commodities sector has prompted a cut in forecasts for 2016.
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Harris: Unwind of long dollar trade will be “violent and sustained”
A weakened dollar will be a boon for commodities, despite ever present deflationary threats in the global economy, according to City Financial’s Mark Harris.
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PA CONGRESS: Supply-side concerns pushing oil price further down
Far be it for me to criticise Goldman Sachs, but a $20 per barrel oil price? Really..? I asked commodities expert Michael Hulme what he thinks.
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PA ANALYSIS: Is Glencore’s dividend cut more than just a flash in a pan?
Generally speaking, when a company announces plans to cut its dividend, sell assets and raise equity, it is not followed by a 10% spike in its share price.
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PA ANALYSIS: Searching for silver linings
Given how many clouds there are around at the moment, silver linings are pretty hard to come by.
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Slumping commodities requires high yield rethink – Lundie
A combination of sovereign-related and company specific credit downgrades in the resources sector has seen a dramatic change in the make-up of the global high yield credit market said Fraser Lundie, co-head of credit at Hermes.
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Confusion drives consensus in EMs and commodities
The second half of 2015 promises to be very different from the first, says Mark Harris, head of multi-asset at City Financial, which is some welcome good news for unloved emerging markets and commodities.
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The five worst funds of the first half
With Central bank liquidity and geopolitics continuing to have undue sway over asset prices it is no surprise to see a number of single country funds bringing up the rear in the race for performance over the first half of the year – especially their big weighting in commodities.
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Investors stay discerning amid renewed oil optimism
Energy company share prices may appear attractive at face-value, but managers remain stock-focused amid renewed sector optimism.
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Are commodities still a raw deal for investors
The departure of Catherine Raw as co-manager of the BlackRock World Mining Trust for a job in the mining sector raises a number of questions.
