European investors are ramping up their exposure to the commodities sector in 2017 and increasingly turning to ETFs, said ETF provider Source.
The International Energy Agency has forecast that global demand growth will weaken for a second consecutive year, as non-OPEC output continues to climb, putting the pressure on oil prices.
WisdomTree research analyst Nick Leung predicts that oil prices will be stuck around $50 per barrel for the next five years, leaving investors to take advantage of low prices and hedge against volatility.
UK investors showed a “renewed confidence” in British-based assets in February but the continued popularity of gold points to lingering fears over political tensions, according to Lloyds Private Bank.
An enterprise investment scheme dubbed ‘PlayFund’ has been launched offering investors the chance to tap into the mobile gaming industry specifically.
Absolute return offerings from Aviva Investors, Standard Life Investments and Invesco Perpetual have endured a rocky start to 2017, and RBC Capital Markets forecasts further outflows for GARS in particular.
Support for commodities prices is strong despite the significantly political uncertainty around the world at the moment, according to NN Investment Partners.
President Donald Trump’s promised $1tn investment in infrastructure is likely to spark a boom in primary equities issuance both through IPOs and from already-listed companies, according to the CIO of RARE Infrastructure Nick Langley.
With uncertainty over the justification for 2016’s positive returns and valuation pressures continuing to mount, it may be time to focus on capital preservation, according to Morningstar Investment Management CIO Dan Kemp.
November was a “month of two halves” for Tilney Bestinvest’s clients as pre-election jitters gave way to a bullish mood following Donald Trump’s win.
Details on the Trump pledge to spend up to $1trn on infrastructure are sketchy, but renewable energy, surprisingly, may benefit, said infrastructure portfolio manager Matthew King at Morgan Stanley Investment Management.
The price of Brent crude oil surged above $50 per barrel as rumours swirled that OPEC members had finally reached an agreement, which was later confirmed.
WisdomTree research analyst Nick Leung has cautioned investors against the widespread optimism on a sustained oil price rally, suggesting the long-term pain of lower prices could continue.
New US investors in gold increased by 81% over the month of October as the price of bullion fell to its lowest level since April at $1266 per ounce.
With investors facing increasingly poor returns from traditional investments, the case for putting your money in alternative investments such as wine, classic cars, stamps and whisky is getting stronger, says Adam Benskin, executive director at international IFA firm Strabens Hall.
Russia’s promise to taking part in the OPEC-led oil price freeze may provide a boost to risk assets while holding back returns from those deemed ‘safe haven’, according to BlackRock’s Richard Turnill.
In the eurozone’s current negative interest rate environment, Baring Multi Asset Group’s Christopher Mahon predicts European REITs will emerge as the preferred alternative to government bonds for risk-averse investors.
Both of the main candidates in the United States Presidential election have been talking about increasing spending on infrastructure if they win, and investors could profit by targeting the asset class.
Jupiter has ratcheted up its focus on the alternative investment space with the hire of Magnus Spence to the new role of head of investments, alternatives.