'Tougher stance against Iran could improve production'
'Silver prices more volatile than gold'
'More political unpredictability than any president'
Boosted by infrastructure spending
It is time to head back to the combustible subject of oil. Regular readers of this column will know that back in early September, I predicted a messy demise for the commodity.
Price of Brent crude rose to $53.58 a barrel
Thermal coal staged a remarkable rally this year, just when it was written off by investors, writes Sanlam FOUR's Adour Sarkissian.
First deal in eight years
Prices could rise as high as $1,425
Three 'difficult' years
David Stevenson takes a closer look at whether the oil sector is back to the 'old normal'.
Commentators see 'natural rebalancing'
UK blue chips up 0.2%
UK funds suffer while gold shines
Investors pile into asset class post-Brexit vote
Follows strong period for the precious metal
Multi-asset managers turn to passives for commodity exposure as underweight active managers get left behind
Commodities entered bull market territory
Risen 20% since January lows
Brent up 80% from January lows
Commodity-sensitive currencies also higher
Major turnaround for sector
Higher conviction approach
High correlations between oil and equities are set to weaken as markets are now much more accustomed to lower and volatile prices for the commodity, according to Lukas Daalder, chief investment officer of Robeco Investment Solutions.
Significant meeting means limited oil price downside