Price of oil reaches new lows – what next?

February 17th, 2016|

The continued and astonishing fall in the price of oil has reached new lows in 2016. Since it’s all time high of $145 in July 2008, it has now trading sub $30 in February 2016 with experts predicting potentially a new low of $10. Even at today’s price, a bottle of water or milk is […]

A turning point for the commodities sector?

September 27th, 2015|

Pimco’s real-return manager, Bransby Whitton, takes a closer look at the advantages of holding commodities in portfolios despite the asset class’s recent slump.

Investors typically look to commodities in order to provide three key benefits to their portfolios: diversification, inflation protection, and return potential. 

But for many investors, the return benefit of commodities has been difficult to […]

JP Morgan: calling the bottom

September 15th, 2015|

HALIFAX – JP Morgan joins the trickle of institutions and funds eyeing the mining sector. In a note this week with a few stock recommendations, it slapped a buy (i.e. overweight) on the sector in general Monday, ending what has been a bearish view of the commodities and mining sectors.

The view has been supported by high […]

Guru’s Pile Into Commodities. Time to Follow Suit?

September 15th, 2015|

For obvious reasons, many individual investors have been scared off from owning some of the world’s most popular commodities. In the past 12 months, oil is down 50%, copper is down 40%, silver is down 18%, and gold is down 12%. For many, it seems as if there is nowhere to hide.
“The commodities space represents […]

It’s Time To Buy Commodities

September 13th, 2015|

Summary

Commodities have been hammered by nearly 45% as the dollar has strongly rallied.
The Federal Reserve is poised to increase the discount rate – an action which has historically driven the dollar weaker.
Commodities and the dollar are inversely correlated – as the dollar falls, commodities will probably rise.

In case you’re just waking up, commodities (NYSEARCA:GSG) are […]

Agricultural commodities fare better than mining and energy counterparts in global price plunge

August 28th, 2015|

Despite a slowdown in China and a range of emerging economies sending markets into a tailspin, demand for food is pretty stable, according to an analyst.

Black Monday saw billions of dollars in value wiped off share markets in America, Asia and Europe, and commodity prices also took a big hit.

The Bloomberg Commodity Index sank to […]

Jim Rogers: Don’t rule out a bull run in commodities

August 28th, 2015|

Oil prices are trading near a six-year low, copper futures have shaved off 20% year-to-date and wider panic has grabbed the commodities market in fears over a sharp slowdown in China.

There are plenty of reasons to be downbeat on the resources industry at the moment, but don’t count out a comeback for the depressed sector, […]

Could commodities make a real comeback soon?

August 28th, 2015|

With oil prices surging after the global market turmoil of “Black Monday,” could investors regain their faith in commodities?

One economist told CNBC Thursday that if China fired enough stimulus into its economy, a longer-term bounce back in commodities could be on the horizon.

“We certainly think that the authorities in China have the firepower in terms […]

Commodities crash could turn Australia into a new Greece

July 26th, 2015|

According to the UK newspaper, The Daily Telegraph, the commodities boom made Australia ‘the lucky country’ but rising debt and a slump in Chinese demand for resources signal tough times ahead Down Under.

Last month Gina Rinehart, Australia’s richest woman and matriarch of Perth’s Hancock mining dynasty delivered an unwelcome shock to her workers in Western […]