| Heartwood Investment Management has bought back into commodities after years of ignoring the sector. Its investment manager Jade Fu said he had not had any direct exposure to commodities, such as oil or gold, on his multi-asset portfolios for more than two years.
Weaker-than-expected demand, a surge of the supply of some commodities and a strong dollar have dragged down prices across the sector. Ms Fu said these fundamental factors were still present and meant the asset class “remains weak”. But she said: “We are beginning to see tentative signs of stabilisation across a number of sectors, particularly in energy, and we consider that now is the time to gain an entry point into the asset class.”..............................................Full Article: Source
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