Gold is entering a new era. In the past gold has been thought of primarily as a safe haven, but now it is recognised as a preserver of wealth by both institutional and private investors, relevant whatever the economic weather.
Positive net retail sales over seven consecutive months show investors are shifting back towards sector
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.
Swip's Gerry Ferguson has started to use cash reserves, purchasing a £260m property portfolio from Aviva Investors.
The Dubai World crisis could be the first in a series of credit crunch 'aftershocks' that change how investors view quasi-government bodies, warns Paul Brain.
Skandia Investment Group has awarded a further £150m mandate to Schroders' Richard Buxton.
Hugh Hendry's Eclectica will launch its new absolute return fund on 31 December.
Fidelity International has launched two new multi-asset funds for Trevor Greetham.
Conviction is growing that a recovery is underway and equities have pushed further into new territory for the year.
Supply of commodities is affected by the gap between the cost of production and the price at which that commodity has been trading