Ahead of OPEC meeting next week
Aviva Investors' head of multi-asset Peter Fitzgerald takes a closer look at the impact of commodity cycles on markets.
Position in global miners weighs on returns
Strong headwinds for the commodities sector show no sign of abating, but record share price falls for some companies have provided attractive entry points into the asset class.
Does not follow sector classifications
Vishal Bhatia, co-manager of the JOHCM UK Growth fund, explores the companies deploying available surpluses to invest in themselves
We often create a story around our successful decisions to convince ourselves of our analytical abilities (self-affirmation bias).