Commodities

GOLD: AS GOOD AS IT GETS?

Hedge fund house RAB Capital is set to launch two UCITS III funds focusing on the commodities sector.

Architas' Caspar Rock has bought exposure to physical commodities in the £33m Multi Manager Dynamic fund to hedge against rising inflation.

HOW TO PLAY THE OIL GAME

BlackRock is preparing to expand its equity income fund range with the launch of onshore global, European, and resources offerings.

Castlestone Management has launched a gold and precious metals equities fund for CEO Angus Murray.

Gold mining equities are poised to climb a further 30%-40% before they are fully valued, according to Investec Asset Management's Bradley George.

AGRICULTURE

The Western powers suddenly look powerless. The Arab revolts have electrified the news and shocked the markets.

Contagion risk has heightened as a result of rising food price inflation, which could lead to political unrest in the Middle East spreading to other areas, warns veteran investor Jim Rogers.