Smith & Williamson's Tineke Frikkee is backing oil producers and miners, as global uncertainty creates value opportunities in the sector.
The sharp slides in oil prices seen since the summer could continue unabated until the commodity's chief trade body OPEC (Organization of the Petroleum Exporting Countries) is finally forced to take action, investors have said.
Mining giant Rio Tinto has rebuffed a takeover bid from rival Glencore in August which would have created the world's largest listed mining group.
Fracking hit the headlines recently when the UK government gave the go-ahead to a major expansion plan which will see firms bid for onshore oil and gas licences, but will it have the same success as it did in the US?
J.P. Morgan Asset Management's Neil Gregson is backing a pair of oil producers in Iraqi Kurdistan as a contrarian buying opportunity.
For several years investors have looked at energy stocks through the spectrum of the US shale gas revolution. But the ISIS insurgency threatening Iraq is providing a reminder that oil security is a real concern, explains Guinness Global Energy manager...
Tensions in Iraq prompted a spike in the oil price last month, but UK equity managers are torn over whether ‘supermajors' BP and Shell are the best way to play rising prices.
Silver and gold: ‘Bombed out’ and uniquely cheap?