Commodities

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Markets

06AUG 2018

Monthly markets review - July 2018

A look back at markets in July when global equities were supported by resilient economic data in the US and some strong corporate earnings.

2018

MAY

10MAY 2018

Markets

Oil price hits highest level since 2014: what next?

The price of oil hit a three-and-a-half-year high after the US withdrew from a nuclear agreement with Iran. Our experts examine the impact and what might happen next.

04MAY 2018

Markets

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

Markets

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

Markets

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

Markets

Outlook 2018: Gold

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

13DEC 2017

Markets

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

Markets

Monthly markets review - November 2017

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