Threadneedle's head of commodities David Donora is bullish on both the short and long-term outlook for commodities, though he believes the medium-term picture is uncertain.
Supply of commodities is affected by the gap between the cost of production and the price at which that commodity has been trading
Interesting investment opportunities exist across the three main natural resources areas: energy, metals and agriculture. In recent months the energy, metals and mining sectors have been particularly strong performers, with companies such as South African...
An ounce of gold now costs an all time high of $1,043.77 after a dip in the dollar boosted the attractiveness of metals to investors.
As an asset, timberland contains the characteristic of many natural resources currently traded, stored and incorporated within investment portfolios, with a number of substantial benefits
The commodities sector has endured quite a remarkable period since November last year, with demand for commodities rebounding strongly.
We believe there is a strong strategic case for choosing to invest in commodities. Over the next 15-20 years, we expect demand for the world's natural resources to grow at a rapid pace.
Most investors are accustomed to reading about the gold and oil markets, but few have considered the benefits of diversifying their portfolios using agricultural commodities.
In difficult market conditions, many investors turn to gold as psychologically it is perceived as ‘safe'.
It has been a challenging year for investors in global mining and energy markets.