Investors should continue to worry about inflationary pressures next year, said Schroders
Tag: Commodities
China’s net zero push boosts commodities
Investors should expect to see growth in the demand for some commodities in China as the country transitions to a carbon-neutral economy, according to Pimco.
Barings expects persistent commodities demand
Structural trends appear to support longer term opportunities in natural resources, from decarbonisation to renewable energy, according to the UK firm.
Investec: Resources sector sees better fundamentals
Natural resources-related equities will be largely supported by stable demand and improvements in business models, argues Tom Nelson, head of commodities and resources at Investec Asset Management.
Which funds were most volatile in 2017?
In a year of extremely low volatility, gold and precious metals funds stand out as the most volatile, FE data shows.
Gold ETFs continue to surge
Gold, commodities and Latin American equities have been the best performing ETFs this year and worst performers have been linked to UK markets, according to FE data.
The EMpire strikes back?
The outlook for emerging markets is becoming more stable as falls in currency, oil and other commodity prices – added to a soft landing for China – continue to ease, argues Tai Hui, chief market strategist Asia at JP Morgan Asset Management.
CS: Capacity cuts boost China’s commodity sector
Commodity prices have rebounded since the start of the year and A-share commodity stocks are expected to outperform in the third quarter, Credit Suisse said.
H1: Big surprises in best and worst sectors
In a swift reversal from first half last year, China and UK equities are bottom performers and gold and LatAm have sprung to the top.
A contrarian view on soft commodities
The agricultural sector has been in negative territory for five years, putting specific food and food input companies at attractive valuations, according to Baring.
