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Supercycle argument ‘remains intact’
The considerable rise in commodities prices would seem to support the ‘supercycle’ argument. Chris Newlands looks at the evidence Full report
Inflation protection is doubtful
The financialisation of commodities investing may be leading to higher correlations between asset classes and the erosion of the ability to use commodities as a hedge against inflation
Keeping track of underlying qualities
An investor’s choice of index could provide widely differing exposures to sectors and components of a sector
Commodity Newcits still a rare breed
Firms are developing active strategies in regulated vehicles
Jury still out on effect of speculative investment
Expert opinion is sharply divided over whether the weight of money flowing into commodities investments has driven up prices to the point where poorer countries are suffering. So ethical investors should tread cautiously
Debate on the role of investment
What the experts are saying on both sides of the fence about the role of speculative investment on commodities prices and price volatility
Gold a godsend in uncertain times
Precious metals have gained safe haven appeal, but there are fears of a bubble and when it might burst
Commodity ETPs struggle to gain traction
The growth in assets for commodity ETPs has been rapid but also lopsided, with the bulk of the assets held by precious metals. In fact so far this year, investors have been withdrawing cash from energy, industrial metals and agricultural ETPs
More ways than one to buy into a supercycle
A growing global population leads to greater demand for food and more resource-intensive food, which means rising prices for agriculture. So how best to gain exposure and what are the pros and cons?
Base metals funds begin to appear despite hurdles
The mechanics of how to structure a base metal ETP have proved to be far more complex than anticipated
