Commodities

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.

Commodities enthusiasts are investing five years too late, although gold may still be worth buying, according to Fidelity's Anthony Bolton.

Soaring commodity prices could cause stock exchanges to temporarily shut, and even bring down governments as it leads to social unrest, says commodities guru Jim Rogers.

Net retail sales of commodity funds reached £208m in November, marking a new record high, according to the IMA.

THE ALCHEMIST

ON SPECIALIST MARKETS