Commodities

COMMODITIES

As investors await the 'great rotation' into equities, Aviva Investors' head of multi-asset retail funds, Peter Fitzgerald, takes a look at what to expect from portfolios if bond markets were to sell off.

Hedge fund manager John Paulson's gold fund has posted its third successive double-digit monthly loss and now stands down 65% this year, according to reports.

The price of gold has continued its decline, falling below the $1,200 mark on Thursday for the first time since August 2010.

The gold spot price hit a 33-month low today after positive US economic data strengthened the case for a tapering of quantitative easing, further eroding demand for safe havens.

ENERGY

J.P. Morgan Asset Management (JPMAM) is closing two underperforming funds, including a commodities fund run by Neil Gregson which has suffered sizeable losses following the sell-off in the mining sector.

Nitesh Shah, research analyst at ETF Securities, says while the price of gold has dipped recently, other precious metals could provide investors with a good return as economic conditions improve.

Henderson Global Investors' head of multi-asset Bill McQuaker has urged investors not to write off gold despite the recent slump in the price of the precious metal.

A look at what might be on the regulatory horizon for wealth managers was a story which caught our readers' attention this week.