Commodities

J.P. Morgan's alternatives arm Highbridge Capital Management has launched the Highbridge Diversified Commodities fund offering investors access to commodities futures in a Ucits III format.

Commodities guru Jim Rogers says oil will continue to rise because there have been no major oil field discoveries in over 40 years.

Saudi Arabia is stepping in to prevent an oil supply blackout driven by the Libyan turmoil, the Financial Times reports.

Inflation will stay "stubbornly high" this year, pressuring the Bank of England to up interest rates from the second quarter, according to the Confederation of British Industry.

The Egyptian crisis has boosted the price of oil to a two-year high but sent equity markets lower, causing some managers to warn of contagion risk to the global economic recovery.

The BlackRock Natural Resources Team looks at how investors can find value within different commodities at different times.

It is probably true to say there are three basic risks that apply to most asset classes advisers must always consider when making a recommendation - namely inflation, interest rates and foreign exchanges rates. Added to these, increasingly, are commodity...

The UK and US are 'lying' about rising inflation, while most other governments around the world acknowledge this is happening, says Jim Rogers.

INFLATION HEDGES

An underweight to the commodities sector and a heavy overweight to financials has hit performance on the Fidelity Special Situations fund over the last year.