Why 'cyclical trade' may run to end of 2017 but is not a multi-year proposition

Performance of commodities has big impact on markets

Tom Eckett
clock • 2 min read

Ian Brady, CIO and director of Harpsden Wealth Management, has said "investors fundamentally underestimate the impact of commodities on the overall profitability of markets", with implications for portfolio positioning in 2017 and beyond.

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Equities

Dividend payments hit record $419bn in the first quarter of 2026

Dividend payments hit record $419bn in the first quarter of 2026

Capital Group Dividend Watch

Michael Nelson
clock 21 May 2026 • 2 min read
Partner Insight: Four reasons to invest in emerging markets

Partner Insight: Four reasons to invest in emerging markets

Orbis Investments
clock 19 May 2026 • 1 min read
Partner Insight: Beyond the large-caps: Identifying tomorrow's leaders

Partner Insight: Beyond the large-caps: Identifying tomorrow's leaders

Fidelity International
clock 19 May 2026 • 1 min read
Trustpilot