Commodities

Last year was a "long and torturous" one for investors, but there is now deep value in the heavily sold-off resources sectors, said J.P. Morgan's Neil Gregson.

Investec Asset Management's Bradley George has revealed the three commodities he expects to outperform this year as the market starts to look through the eurozone crisis to focus on fundamentals.

Veteran investor Jim Rogers said he is sceptical about the prospects for the US economy this year despite a recent string of positive economic data from the country.

Investec Asset Management's Max King and Philip Saunders have backed the winners of the 2011 to once again outperform this year amid ongoing volatility in global markets.

We look at key themes and events that have impacted investment over the past year.

Investors should have been buying portfolios of gilts, treasuries and bunds, as well as commodities, while avoiding major indices, to maximise returns in 2011.

The price of West Texas Intermediate (WTI) crude hit a near-four month high this afternoon after rising shortly before US equity markets opened.

Ian Henderson is to step down as manager of the £2bn JPM Natural Resources fund in January 2012, to be replaced by Neil Gregson.

BG Group has reported a 17% increase in operating profit in the third quarter as higher commodity prices offset lower output in the UK.

MANAGED FUTURES