• The Global Commodities Outlook – Q2 2016

    April 10, 2016 | Posted by

    By Richard Dennis, CFA Our last update on the outlook for global commodities, published in January, was very different from the wider market consensus at the time. We also highlighted 3 natural resource companies set to benefit from what we believed would be realisation in the market that our macro view was a viable prospect. […]

  • Our three blue-chip commodity Conviction Buys for 2016

    January 13, 2016 | Posted by

    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

    January 4, 2016 | Posted by

    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!   […]