European investors have been seeking exposure to commodities at an unprecedented scale in the first eight months of the year. Active commodity funds, however, are losing out.
With gold having been one of 2016’s most popular defensive strategies against persisting low returns and the struggle for income, Legal & General Investment Management’s multi-index fund range manager Justin Onuekwusi outlines four alternatives to gold for the post-Brexit world.
George Cheveley, manager of the Investec Global Gold Fund, details his structured, two-pronged approach, while Ani Markova, head of the Smith & Williamson Global Gold Fund, describes her fund's long-term strategy. Chelsea Financial Services' managing director Darius McDermott offers a neutral viewpoint.
The first half of 2016 was the first time investment has been the largest component of gold demand for two consecutive quarters. Should this leave gold bugs feeling vindicated or afraid?
A negative yielding bond is trading like a commodity, according to Oksana Aronov, managing director of JP Morgan’s Income Opportunity Fund.
The best performing UK trusts in the second quarter of 2016 were focused on commodities and natural resources, Vietnam and Latin America, according to investor research group QuotedData.
Global resources fund manager Benoit Gervais is adamant the commodities sector is about to be reignited but advises caution while recovery is nascent.
Net fund flows into global gold ETFs in the first half this year have already surpassed the same period of 2009 during the financial crisis, as Brexit has created more uncertainties in the global economic outlook.
With the Fed keeping rates on hold and sterling under pressure, it is a good time to look for dips in commodities and increase exposure to emerging market equities, says Trevor Greetham, head of multi-asset at Royal London Asset Management.
While gold funds were the out and out winners of the first half of the year, the worst performers were much more of a mixed bag.
Asset management giant Schroders has launched the Schroder ISF Global Gold Fund, its first gold equities offering.
Providers of self-invested personal pension schemes (Sipps) need to simplify their charging structures to make it easier for financial advisers to compare products, experts in the industry have said.
Pictet Asset Management is overweight gold as concerns grow over political risks and the US dollar, said chief strategist Luca Paolini.
Water is not only essential for life, but also for the expansion of industries and economies, according to Simon Gottelier, senior investment manager at Pictet Asset Management.
After recent oil ETF launches by China's CSOP and Samsung AM in Hong Kong, Mirae Asset Global Investments has followed with its own product.
UK savers buying gold through their self-invested personal pension schemes (Sipps) has increased by nearly a half (44%) compared to the same time last year, latest figures show.
Every asset class has its time in the sun and periods where nobody wants to touch it with a barge pole.
Oil’s recent jaunt through $50 a barrel, its highest level since November last year, highlights once again how suddenly things can change, particularly when it comes to the commodities complex.
Carl Whitbeck, head of US high yield at Axa IM, expects the struggling commodities sector and ongoing uncertainty around future Fed action to lead to greater volatility in the high yield space.
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