Sun, Oct 4, 2015
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Analysts agree that commodities are set for a comeback

Tuesday, September 04, 2012

Tony Yarrow
by Beverly Chandler, Opalesque London:

August saw commodities beat equities, bonds and the dollar for a second consecutive month, in what was reported as 'the longest streak in more than a year’. The Standard & Poor’s GSCI Total Return Index of 24 commodities rose 6.4 percent in August, led by silver, with silver futures up 13% over August, cocoa and heating oil. Raw materials rose more than 20% since mid-June, and commodities rose more than 80% from December 2008 to June 2011.

Bloomberg said that investors buy silver both as a hedge against inflation and as a bet on a stronger economy with 53% of silver used in industrial applications from televisions to batteries. The case for a return in strength in the commodities markets was further supported by analysts and fund managers. Tony Yarrow of UK fund manager Wise Investment, reported that the Chinese economy continues to slow down as export demand weakens, and the property boom has ended. "China accounts for nearly half of global demand for industrial commodities (copper, nickel, iron ore etc) and the flagging state of the Chinese property sector is reflected in weaker prices for these metals" he wrote in his latest report.

"Iron Ore, for example, which was predicted by experts to trade between $ 12......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: IRAs represent billions of untapped capital for hedge funds[more]

    Benedicte Gravrand, Opalesque Geneva: Retirement accounts might not be the first source that comes to mind for those looking to raise funds, but they may represent billions of untapped capital. Unlike traditional retirement accounts,

  2. Opalesque TV: One way to access market hedge funds in the EU under the AIFMD radar[more]

    Benedicte Gravrand, Opalesque Geneva: While the Cayman Islands, the US and Hong Kong await the pan-European marketing passport to be extended to alternative investment fund

  3. Performance - Hedge fund moguls Einhorn, Loeb, Rosenstein lose money in September, Risky strategy sinks small hedge fund[more]

    Hedge fund moguls Einhorn, Loeb, Rosenstein lose money in September From Billionaire stock pickers David Einhorn, Daniel Loeb and Barry Rosenstein on Wednesday told their wealthy investors they lost money in September as market turmoil inflicted more pain on some of America'

  4. Comment - Cash and hedge funds are king[more]

    From For years we've argued that, given heightened uncertainty, a preferred portfolio posture is to barbell between cash allocations, which provide valuation optionality and mitigate unanticipated shocks, and long-short equities hedge funds that reduce "beta", or index risks, while leaving

  5. Europe - Russia has been gold for hedge funds this year[more]

    From Judging by the headlines, Russia may look like a nation in turmoil. Investors, though, don't seem to mind. In fact, for hedge funds, Russia has been one of the biggest and best stories of 2015, turning in the only positive performance among all emerging market strategies and crushing