European growth at risk of running out of gas
Russia’s weaponising of fossil fuels could trigger a wave of business closures
Commodities
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Can oil and gas giants sustain bumper dividend payouts?
Fossil fuels are being shunned by investors, but record payouts mean sector could still worth adding to portfolios
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Baillie Gifford and UK small cap funds slump in tumultuous Q1
Five of the Edinburgh manager’s funds and trusts are nursing 20% losses
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Neuberger Berman rolls out Ucits commodities fund amid soaring energy prices
Brent crude is at $105 p/b, while gold, nickel and wheat prices are up 40% due to disruption from Russia-Ukraine war
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Crispin Odey rakes it in on Anglo-Russian miner bet
Hedge funder has already more than doubled his initial investment in Polymetal
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Russian invasion unlikely to force central banks off course
Inflation is expected in an escalation and de-escalation scenario so central bankers have to hold their nerve
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Commodity producing emerging markets set to shine
As global risk-off sentiment makes bad situation worse for EM equities
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Oil flirts with $100 per barrel as Russian tensions rise
But it is ‘premature’ to start talking about a European energy crisis
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Dewi John: Not waving, but cycling – are commodities rebounding?
Market watchers have begun to raise the prospect of a new commodities supercycle so what is the underlying cause?
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Baillie Gifford tops the charts once more as tech and commodity funds bounce back
Baillie Gifford’s American and Health Innovation funds rebound after being among the worst performers in March
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Could a rising dollar throw emerging markets and commodities off course?
Higher long-term bond yields are usually supportive of the US dollar
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What does the oil demand shock mean for the low-carbon energy transition?
‘This whole situation may well be the catalyst to a faster transition’