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.
Driven by negativity towards UK equities
Managers respond to Goldmans call to 'short gold'
Managed by Quilter Cheviot hire
Falling shares around the world
A global price war in crude oil saw the price per barrel drop below $28 this month, as a supply glut and weak global growth continue to hammer the commodities sector as a whole.
2016 could turn out to be an interesting year for equities but investors will need patience, commitment and steady nerves in large doses, according to Charles L. Heenan, investment director at Kennox.
Concerns about sterling and gold
Outflows also reach 15-week high
With the gold price having trended upwards in real terms by just 1.2% since 1920, Peter Elston, chief investment officer of Seneca Investment Managers, asks if the metal is really worthy of its status
Gold shines as 'safe haven' asset
Coram investment director and senior fund manager James Sullivan examines how the biggest drawdown of world reserves since 2008/9 could indicate fresh volatility for equity markets - should history repeat itself.
It is widely known as a safe haven, but gold bullion is a relatively small market with the above ground value of gold estimated at around $7trn.
Gold suffered largest drop in sentiment
Managers of the Ruffer Investment Company have raised exposure to sterling on the portfolio to its highest position ‘for many years'.
BlackRock has appointed Tom Holl as co-manager on Evy Hambro's £664m Gold & General fund.
The gold price has fallen to a five-year low in anticipation of a rise in US interest rates later this year, hitting the shares of gold miners.
John Wyn-Evans, head of investment strategy at Investec Wealth & Investment, takes a closer look at the global impact of recent currency wars and a future rise in US interest rates.
Clive Burstow, manager of the Baring Global Mining fund, explains how a multi-year supply/demand imbalance is creating value opportunities for investors in precious metals
Central banks may resort to 'helicopter drop' measures to stave off the threat of deflation, according to Investec's Alastair Mundy.
Commodities warning on global growth
Gold bug or gold bear?
Looking beyond gold’s weak points
Tom Walker and Hugo Machin, managers of the Schroder Global Real Estate Investment Trust, explain how the need for liquidity is changing how, and where, funds invest in the property sector.