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 today

  • 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

Harry Waight: Luxury brands will be among AI's unlikely winners

Harry Waight: Luxury brands will be among AI's unlikely winners

Where AI cannot commoditise

Harry Waight
clock 21 August 2026 • 4 min read
Deep Dive: SpaceX slide casts shadow over next wave of mega-IPOs

Deep Dive: SpaceX slide casts shadow over next wave of mega-IPOs

Ongoing frenzy

Maria Nicholls
clock 14 August 2026 • 4 min read
Jennison Associates' Mark Baribeau: Dispelling five AI fear factors

Jennison Associates' Mark Baribeau: Dispelling five AI fear factors

'Wall of worry'

Mark Baribeau
clock 14 August 2026 • 4 min read
Trustpilot