Blog
Posts Categorized: Commodities
-
Standing in the foothills of a commodity market bull run
By Richard Jennings CFA That I personally have been a bull of commodities for the past two years is no secret. Indeed, like many investors of a similar leaning it is safe to say that I have been veritably buried in eggs on my, none too pretty, face. I have also been somewhat lighter of […]
-
Our three blue-chip commodity Conviction Buys for 2016
By Richard Dennis, CFA Over the last few months we have continued to see the commodity sector struggle. Much of the attention has focussed on the oil price drop and the woes of many natural resource companies given the ongoing headwinds in the asset class. There has also been much discussion over when, or indeed […]
-
Yet another disastrous year for embattled commodity investors but the bull case is stronger than ever
2015 is not a year that investors in hard commodities will want to remember. In fact, as the table below shows, the commodities basket, as represented by the Thomson Reuters Core CRB index, was down for an unprecedented 5th year, with the pace of its decline accelerating, returning a negative 23.43% last year. Ouch! […]