Why 'cyclical trade' may run to end of 2017 but is not a multi-year proposition
Performance of commodities has big impact on markets
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.
He noted the performance of commodities, and the energy sector in particular, has a much greater effect on markets than on the overall economy. "There is a huge impact right across the market spectrum,"...
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