PA Adviser’s Sector in Review: IA Commodities and Natural Resources
Adam Lewis looks at the pros and cons of investing in the IA Commodities and Natural Resources sector
Adam Lewis looks at the pros and cons of investing in the IA Commodities and Natural Resources sector
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The precious metal has lagged gold significantly in recent months
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The CEO discusses the purpose of asset management, building culture through stories, taking your time with M&A and the importance of asking the right questions
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Decarbonisation and geopolitics are changing patterns in commodity markets
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Nine of the 10 best performing funds specialised in gold or commodities
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Gold is hitting one high after another, but investors are dropping the precious metal
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Only 4% of gold is currently traceable, posing ‘serious ESG risks’ to investors
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It provides exposure to three commodity groups crucial to the next stage of the transition
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Are the factors pushing up the price of gold here to stay over the medium term?
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Survey of 100 CIOs finds Japan, healthcare and gold received the most positive sentiment shift
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Commodities and natural resources on top for sector average
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Yield would still be an estimated 6% despite a potential 43% cut to its final dividend, compared to 2022
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