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?
Tag: Commodities
The commodity bull case revisited
Investors have again started looking at increasing their exposure to commodities this year. However, the asset class has delivered mixed results so far.
Oil:US high yield correlation breaks down
The correlation between oil and US high yield markets broke down in July, indicative of a shift in the focus of the sector.
Risky assets back in favour amid macro pessimism
An interesting paradox is becoming visible in Expert Investor’s investment sentiment data: while fund buyers’ appetite for risky assets is on the up, their macroeconomic outlook is going the other way.
Investors brace for decline in dividends
Two thirds of institutional investors expect European companies to reduce their dividends or keep them unchanged this year, according to research conducted by Source, the ETF provider.
For gold’s sake, stop talking safe havens
Gold has had a good start to 2016 but three months of positive fund returns and an upwardly mobile price are not enough to badge it as a safe haven.
The commodity bull awakens
Although commodities are still being treated with a great deal of suspicion, by taking a long-term view investors could reap the rewards of the consolidation that is already underway in the sector.
It’s all gold that glitters in Monaco
A gold rush has gripped Monaco. All but one of the fund selectors our researcher interviewed when she visited the principality recently, said they are either sure they will buy more gold or will seriously consider the opportunity.
Is oil facing a final washout?
The news over the weekend that the sanctions against Iran have been lifted took very few people by surprise, but the confirmation that the country is back among the global oil-producing fold does bode ill for prices.
Norway launches review of oil fund equity allocation
The Norwegian government has launched a review of the asset allocation of the national oil fund ‘Statens pensjonsfond utland’. The purpose of the review is especially to determine whether its current exposure of 60% to equities should be increased.
