Commodities

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Economics

20MAR 2018

US steel tariffs - more about political gains than US industrial renewal

We believe that President Trump’s import tariffs are more about galvanising political support than galvanised steel.

Economics

13DEC 2017

2017

DECEMBER

13DEC 2017

Economics

Outlook 2018: Commodities

With global inflation forecast to pick up, is it time to add exposure to commodities, where fundamentals are improving and valuations are attractive?

07DEC 2017

Economics

Monthly markets review - November 2017

A look back on markets in November when US equities led the advance.

NOVEMBER

02NOV 2017

Watch/Listen

60 seconds on the case for gold exposure

Gold is under-owned but some exposure may be needed as inflation is building alongside other risks.

02NOV 2017

Economics

Metals, bitcoin bubbles, consumers: eight market charts from October

We round-up eight charts that caught our eye in October, including soaring palladium and bitcoin prices, consumer spending, changing China and sentiment.

01NOV 2017

Global Investor Study

Investors expect returns of 10.2% with millennials hoping for more

Investors expect annuals returns of more than 10% over the next five years, with millennials looking for nearly 12%.

SEPTEMBER

26SEP 2017

Economics

The case for active investing

The debate on whether to use passive or actively-managed funds can sometimes be one-sided. Our research suggests investors should keep an open mind.

14SEP 2017

Economics

Gold is under-owned by investors… for now

There could be a great rebalancing from passive ETFs and other traditional investments back towards gold, which would boost demand for gold and gold-related equities for years to come.