PA Adviser’s Sector in Review: IA Commodities and Natural Resources
Adam Lewis looks at the pros and cons of investing in the IA Commodities and Natural Resources sector
Analysis
-
-
Time for silver to outshine gold?
The precious metal has lagged gold significantly in recent months
-
Will ‘value up’ governance reforms address the ‘Korea discount’?
Korea is following in Japan’s footsteps in implementing governance reform
-
Investment trusts: How to spot a golden goose
With most trusts permanently trading at a discount, how can investors identify a good egg from a bad one?
-
Is the landscape finally changing for commodities?
Decarbonisation and geopolitics are changing patterns in commodity markets
-
Dan Nickols to retire: Will it be ‘business as usual’ for investors?
Fund selectors debate whether the strategy will change, and whether Jupiter has a ‘small-cap problem’
-
How much longer will gilt and treasury yields remain in lockstep?
The UK’s debt burden is high and it is not master of its own destiny, writes Cherry Reynard
-
Is the tide finally turning for Chinese equities?
Green shoots have started to emerge amid the IA China/Greater China sector
-
Downing’s Paget: Flock towards global ‘titans’ will be seen as ‘collective hysteria’
Domination of mega caps has ‘never continued indefinitely’
-
Does the ‘magnificent seven’ tech wobble signal a turning point?
Cracks are starting to appear as Tesla and Apple share prices fall
-
Fixed income: Look before you leap
Should fixed income investors shun a ‘buy the market’ approach in favour of selective and targeted regional and credit selection?
-
Tokenisation finds footing six months on from FCA approval
Industry commentators examine the future of tokenisation through market adoption and legal ramifications
