Commodities

Highlight

Economics

05JUL 2018

Quarterly markets review - Q2 2018

A look back on what was a volatile second quarter for financial markets.

Economics

06JUN 2018

2018

MAY

04MAY 2018

Economics

Monthly markets review - April 2018

A look back on what happened to equities and bonds in April, as the oil price rallied.

MARCH

20MAR 2018

Economics

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.

JANUARY

18JAN 2018

Economics

A year of President Trump: seven charts that reflect market reaction

It has been a year since Donald Trump’s presidential inauguration. We take a look at how financial markets have performed.

2017

DECEMBER

13DEC 2017

Economics

Outlook 2018: Gold

We see the gold market as broadly overlooked and offering great value as a portfolio hedge at current levels.

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.