Andrews Gwynne ups alternatives weighting to 28%
Leeds-based discretionary Andrews Gwynne has upped its alternative ‘independent strategies’ weighting by a further 4% to 28% in its AG Portfolio, while also maintaining 19% in cash.
Gold
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PA ANALYSIS: Time to forget about ‘safe havens’
The events of recent weeks could lead investors to draw a stark conclusion; there is no such thing as a ‘safe haven’ in investment terms any more.
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TMI eyes gold trade as QE continues
Gold is set to benefit from a continuation of global quantitative easing, says Thomas Miller Investment, prompting the manager to consider branching out into a market that it would traditionally avoid.
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Dont dismiss inflation threat just yet
Jason Broomer, head of investment at Square Mile Investment Consulting & Research, examines the ways in which investors can safeguard against periods of inflation.
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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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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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Are drilledout miners heading back to surface
After a tough few years miners are doing better this year, but just how sustainable is the turn depends on where you are looking.
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Commodities back on the investor table
According to Threadneedles Nicolas Robin improving developed markets and structural shifts mean commodities are increasingly back on investors radar screens.
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Six months in gold India the surprise winners
A look back at the first six months of 2014, reveals some interesting trends and raises a few flags of caution.
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Treat gold as its own asset class
Gold should be viewed as a standalone asset class, separate from a more general allocation to commodities, the World Gold Council said on Thursday.
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Commodities roil on Iraq tensions SA strikes
Oil futures hit nine month highs on Friday, with gold and silver following its lead, while pgms continued their fall.
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ETP investor focus shifting from gold to silver
According to ETF Securities, increasingly positive views on the outlook for the global economy has seen more industrially-sensitive commodities increase inflows.