Friends with benefits: How Japan’s industries are ideally placed to benefit from ‘friend-shoring’ trend
Semiconductor and automation sectores to gain from global supply chain relocation, according to macro commentators
OPEC
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Weekly outlook: British American Tobacco and Whizz Air report
Key events for UK wealth managers for the week starting 5 June
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Oil prices slump but experts see rise to $60 before year end
Oil prices could rise in the months ahead and the price fall seen in the wake of OPEC’s Vienna meeting may be a buying opportunity, experts have said.
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FTSE 100 hits record high as supply glut fears recede
The British blue-chip index climbed to 7,458.5 out of the gate on Monday morning, as the price of oil surged.
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IEA: Global oil demand will shrivel further in 2017
The International Energy Agency has forecast that global demand growth will weaken for a second consecutive year, as non-OPEC output continues to climb, putting the pressure on oil prices.
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Oil supply glut good news for investors
WisdomTree research analyst Nick Leung predicts that oil prices will be stuck around $50 per barrel for the next five years, leaving investors to take advantage of low prices and hedge against volatility.
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NNIP goes overweight commodities
Last week’s surprise OPEC deal has prompted NN Investment Partners’ (NNIP) to upgrade commodities to a small overweight in its multi-asset portfolios.
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Oil spikes after OPEC strikes first deal in 8 years
The price of Brent crude oil surged above $50 per barrel as rumours swirled that OPEC members had finally reached an agreement, which was later confirmed.
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Long-term oil price rally a pipe dream – WisdomTree
WisdomTree research analyst Nick Leung has cautioned investors against the widespread optimism on a sustained oil price rally, suggesting the long-term pain of lower prices could continue.
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PA ANALYSIS: Should investors worry about OPEC?
OPEC’s surprise deal to cut production agreed this week caught most investors off guard, but is it just another small bump in the road or a serious threat to portfolios?
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Expect lower-for-longer oil as OPEC keeps up production
OPEC announced that the cartel will not cut output at its policy meeting on Friday.
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PA ANALYSIS: BP profits battered, should oil investors expect more pain?
The sharp fall in BP’s profit was expected, but should investors be expecting more of the same going forward?
