Commodities

With the Tata crisis in Port Talbot continuing, John Redwood, Charles Stanley's global investment strategist, looks at the current state of global steel markets.

Investors have the opportunity to make significant returns on gold shares, many of which still have a long way to go before reaching pre-bear market levels, according to Paul Burton, mining research analyst at QuotedData.

Follows increase in demand

Following the global rout in commodities in 2015, managers are rotating back to oil, mining and precious metals this year via a range of vehicles such as ETFs, investment trusts and MPLs.

From Intelligent Investors book

Commodity has fallen to $41

Secular tailwinds helping sectors such as air travel

Iimpact of prolonged low oil price

Fund managers reveal telecoms, housebuilders and retail as some of the sectors they believe will be able to continue their strong run in 2016, alongside the trouble spots.

Assets fallen by £40m