Investec vs JPM Natural Resources
Commodities funds have been anything but the natural choice for resourceful wealth managers of late, but if you do believe that things are about to change then there are two stand-out candidates.
Commodities
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Oil Focus on the wealth transfer
As oil prices continue to slump, some commentators are focusing on the winners as well as the losers.
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Gold predictive powers to return UBS
Golds use as a macro-economic barometer is set to increase, say UBS commodities analysts Edel Tully and Joni Teves.
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JP Morgan makes case for natural resources
There are a number of reasons to suggest the tough times faced by the natural resources sector may come to an end, according to JP Morgan Asset Management.
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Commodity related equities A sector in transition
Its been a rocky summer for global equity markets with escalating geopolitical risk, concerns over sanctions on Russia destabilising the world economy
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Gold and oil ETPs seeing unusual flow level
Gold and oil ETPs are seeing the longest stretch of consecutive positive flows since October 2012 with $35bn of new money coming in last week, according to ETF Securities.
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Real assets appeal to broaden
According to Standard Life Investments Francis Hudson, there are significant changes taking place that could broaden the appeal of real assets to global investors
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Backinfocus commodities require patience
According to Lombard Odiers Alix Bhend-Lambin, while commodities are back in focus with many investors, it is premature to yet be fully exposed
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Mitons new man making quick changes
Mitons recent new hire David Jane has wasted no time in applying his views to the range of funds he oversees following his move to the firm in June.
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HeadtoHead BlackRock vs JPM Natural Resources
This week we compare how two well-known natural resources funds punch their weight in the global commodity arena.
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investors flock to gold and oil etf securities
As concerns on the Ukraine crisis mount investors are eyeing gold as a safe haven and buying into oil amid the possibility of more aggressive sanctions.
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infrastructure opportunity in us shale oil gas
Roberto Cominotto, manager of the JB Energy Transition Fund at Swiss & Global, on the opportunities in the expansion of North American energy infrastructure as a result of the shale oil and gas revolution.
