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
Commodities
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Time for silver to outshine gold?
The precious metal has lagged gold significantly in recent months
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View from the top with Federated Hermes’ Saker Nusseibeh: Love over gold
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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Is the landscape finally changing for commodities?
Decarbonisation and geopolitics are changing patterns in commodity markets
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FE Fundinfo: Gold and commodities top the charts for April
Nine of the 10 best performing funds specialised in gold or commodities
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Investors ditch gold despite soaring prices
Gold is hitting one high after another, but investors are dropping the precious metal
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Tabula launches ESG-focused gold ETC
Only 4% of gold is currently traceable, posing ‘serious ESG risks’ to investors
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LGIM targets ‘next chapter of the global energy story’ with new ETF
It provides exposure to three commodity groups crucial to the next stage of the transition
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Is it too late to take a renewed interest in gold?
Are the factors pushing up the price of gold here to stay over the medium term?
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ARC: CIO sentiment to risk assets turns positive
Survey of 100 CIOs finds Japan, healthcare and gold received the most positive sentiment shift
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FE Fundinfo: March top 10 dominated by gold funds
Commodities and natural resources on top for sector average
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Stifel: Scale of likely BlackRock World Mining dividend cut could ‘unsettle’ income investors
Yield would still be an estimated 6% despite a potential 43% cut to its final dividend, compared to 2022