Commodities
Commodities: Puffed-out dragon?
02 Jul 2012
China’s slowing economy – and its longer-term transition away from investment-led growth – is raising questions about ongoing demand for commodities. But Martin Steward suggests that it’s too early...
Commodities: All hail the shale
02 Jul 2012
The US natural gas revolution is not just an arcane energy issue. Martin Steward considers its potential to reverberate throughout the entire economy – and your portfolio
Commodities: An American story
02 Jul 2012
The shale revolution has taken the price of natural gas, a relatively clean fossil fuel, from $13/mbtu to $2/mbtu. How can it fail to challenge renewable energy? Nina Röhrbein reports
Commodities: Capturing risk premium
02 Jul 2012
The risk of inflation hangs ominously over the heads of investors, so an active approach to commodity investing could be the way to maximise risk-adjusted returns, says Brent Bell
Commodities: Equities suffer from dematerialisation
01 Jul 2012
Is recent share-price disappointment a sign of things to come in the extractive industries? Lynn Strongin Dodds finds mining becoming more expensive just as China, one of the biggest commodity...
Commodities: Beyond oil
01 May 2011
Lynn Strongin Dodds considers the extra diversification benefits available from commodities with weaker links to the industrial cycle
Commodities: Whipping up the amber waves
01 May 2011
Commodity futures investors are not ‘evil speculators’, finds Martin Steward. But do they enable the farmers who are?
Commodities: Grub first, then ethics
01 May 2011
Passions run high and evidence is mixed. Nina Röhrbein finds pension fund investors often play safe when it comes to food futures
Commodities: Energy revolutions
01 May 2011
Forget renewables. Anthony Harrington finds that the technology that might really disrupt your portfolio’s traditional oil exposures – and much else besides – could be shale gas extraction
Commodities: Water, water everywhere…
01 May 2011
…any way to invest? Martin Steward ponders how to turn H2O into EUR, GBP and USD
Commodities conundrum
30 Jun 2009
Martin Steward tries to pin down the nature of the commodity risk premium
Cover all angles to stay ahead in the game
30 Jun 2009
Adam Taylor of Liongate Capital argues that a diversified portfolio of alpha managers is the optimal exposure to the commodities story
Natural assets
30 Jun 2009
The equity of natural-resource producers is not perfectly correlated with commodities, but that is why they represent a useful, diversified exposure to the long-term commodity story, finds Lynn...
Seed capital
30 Jun 2009
Global demographics are driving agricultural returns for both financial and real assets, writes Martin Steward
