Matthew Partridge talks to Richard Hulf of the Artemis Global Energy Fund about the state of the oil industry, why US shale is overhyped, and what he’s buying now.
Investors looking to diversify their portfolios should turn to commodities, having got to grips with shares and bonds, says Merryn Somerset Webb.
Blockchain companies are “tokenising” gold, marrying it to freely tradable cryptocurrencies. So should you buy virtual gold, or stick with the real thing?
At first, stocks reacted entirely predictably to the higher-than-expected inflation data from the US, says John Stepek. And then, something else happened.
US oil production eclipsed ten million barrels per day last December, and has nearly caught up with the record set during the Texas oil boom 47 years ago.
The usual answer to the question of how to hedge against inflation is “gold”. But these days, some people prefer bitcoin. Those people are wrong, says Merryn Somerset Webb.
Gold rose by 13% last year. And nobody cared. But sentiment could be about to turn. John Stepek explains what’s going on, and how to invest in a gold rally.
Some analysts worry that higher US interest rates are bearish for gold. But the evidence doesn’t bear this out.
The price of oil has now reached $70 a barrel for the first time since early 2015, and is still rising. But unless there is a serious supply disruption, it’s unlikely to go much higher.
Bitcoin may be the flavour of the month, says Max King. But gold has been in fashion for thousands of years.
The oil price has made a steady recovery since it crashed in 2014. But that could have far reaching consequences for equity markets, says John Stepek.
Raw-materials prices rose sharply in 2017 – and they have made a strong start to 2018, too.