Commodities

Joanna Faith reports on the two overarching trends that make the agribusiness sector an attractive play.

Angelos Damaskos, manager of the £40m Junior Gold fund and CEO of Sector Investment Managers, picks five gold miners best placed to benefit from the upswing in commodity prices.

Troy Asset Management's Sebastian Lyon continues to back gold despite a sharp correction in the asset class in September.

AXA IM has launched the AXA WF Framlington Natural Resources fund, a global equity offering managed by Sebastien Lagarde and Olivier Eugene.

Investors are selling off gold because of fears interest rates will have to rise higher than expected, Barclays Wealth's Kevin Gardinier has said.

Henderson Global Investors' £519m Bankers Investment Trust has boosted exposure to oil majors, taking the view the sector has been hit too hard in the downturn last month.

International Energy Agency cuts 2011 forecast by 200,000 barrels and 2012 estimate by 400,000, although price not expected to collapse.

Newly listed oil and gas producer Vallares, led by former BP boss Tony Hayward, is set to merge with Genel Energy International.

ExxonMobil has formed an Arctic exploration partnership with Russian state oil company Rosneft, in a strategic coup over rival BP.

LVAM's Graham Ashby and Cavendish's Paul Mumford have both ruled out buying into Glencore, although its share price has dived 13% since listing on the London market in May.