Coal is far from dead. What should investors do about it?
Coal is far from dead. What should investors do about it?
Coal – the world’s dirtiest fuel – has been a pariah asset for a long time. But there's still plenty of demand for it. Saloni Sardana asks whether it'…
26 Jul 2021
The charts that matter: what happened to reflation?
The charts that matter: what happened to reflation?
Government bond yields turned down this week, while the US stock market hit new highs, as “reflation” trades wilted under the pressure of concerns ove…
24 Jul 2021
Gold is poised to glitter again
Gold is poised to glitter again
It has been a bad year so far for gold investors, but gold’s traditional role as an inflation hedge will serve it well.
23 Jul 2021
Oil goes off the boil
Oil goes off the boil
Brent crude prices fell below $70 a barrel this week after Opec members Saudi Arabia and the United Arab Emirates patched up their differences.
23 Jul 2021
Playing pass the parcel with toxic assets won’t save the environment
Playing pass the parcel with toxic assets won’t save the environment
Wanting to do the right thing, big oil companies are divesting themselves of toxic fossil-fuel assets. But we still need oil, says John Stepek – and t…
22 Jul 2021
Oil cartel Opec agrees deal to boost oil production – what does it mean for you?
Oil cartel Opec agrees deal to boost oil production – what does it mean for you?
The world’s major oil producers have agreed to significantly increase production as the price of oil soars. Saloni Sardana looks at the deal.
19 Jul 2021
The charts that matter: gold in a positive mood
The charts that matter: gold in a positive mood
The gold price perked up significantly this week. Here’s how it affected the charts that matter most to the global economy.
17 Jul 2021
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It might be time for the reflation trade to spark back into life
It might be time for the reflation trade to spark back into life
Many investors have taken the view that inflation will be “transitory”. But with both UK and US figures higher than expected, it might be time to rec…
15 Jul 2021
If you bought gold with pounds, it’s been a disappointing year – but be patient
If you bought gold with pounds, it’s been a disappointing year – but be patient
Measured in US dollars, gold is flat on the year. In pounds, it's fallen. But sterling investors should be patient, says Dominic Frisby. It won’t be t…
14 Jul 2021
The charts that matter: bond yields plummet again
The charts that matter: bond yields plummet again
Government bond yields around the world took a dive again this week. Here’s how it affected the charts that matter most to the global economy.
10 Jul 2021
What Opec’s squabbling means for oil
What Opec’s squabbling means for oil
Failure of the "Opec+" oil cartel to reach agreement after a disastrous meeting has seen oil prices soar.
8 Jul 2021
Commodity supercycle or not, here’s a metal that’ll still be in demand – tin
Commodity supercycle or not, here’s a metal that’ll still be in demand – tin
Commodity prices may have come off the boil recently. But for tin, the only way is up. Dominic Frisby picks the best ways to invest.
7 Jul 2021
What’s driving the oil price volatility, and where could it go next?
What’s driving the oil price volatility, and where could it go next?
The oil price has whipsawed in volatile trading, after Opec delayed a key production meeting. Saloni Sardana looks at what's going on, and where the o…
7 Jul 2021
The charts that matter: US dollar continues its bull run
The charts that matter: US dollar continues its bull run
The US dollar’s bull run continued this week. Here’s how it affected the charts that matter most to the global economy.
3 Jul 2021
The charts that matter: tech stocks hit new highs
The charts that matter: tech stocks hit new highs
The tech-heavy Nasdaq index hit new highs this week. Here’s how it affected the charts that matter most to the global economy.
26 Jun 2021
The commodities “supercycle” pauses for breath
The commodities “supercycle” pauses for breath
Commodity prices have all surged this year as economies have reopened. But now some raw materials have started to come off the boil.
25 Jun 2021
Why oil stocks still look like a good bet
Why oil stocks still look like a good bet
Oil is at its highest price for more than two years. And with demand recovering while supply remains constrained, it all looks good for oil stocks, sa…
22 Jun 2021
The charts that matter: the Fed springs a surprise
The charts that matter: the Fed springs a surprise
As the US Federal Reserve turns hawkish on inflation, we look at how that’s affected the charts that matter most to the global economy.
19 Jun 2021
Shell’s fast track to a green-energy future
Shell’s fast track to a green-energy future
Shell, the oil major, has had to accelerate plans to go green, and may now ditch highly profitable assets in America. Matthew Partridge reports
17 Jun 2021
Is the commodity bull market already losing steam?
Is the commodity bull market already losing steam?
Commodities have put in a blistering performance over the past year. But – oil aside – the commodity bull market looks like it might have peaked. Domi…
16 Jun 2021
Climate activists are missing the point on big oil companies
Climate activists are missing the point on big oil companies
Forcing big oil companies like Shell to dump their oil and gas assets isn’t the positive step many people think it is, says Merryn Somerset Webb.
15 Jun 2021
Anglo American’s coal spin-off Thungela Resources fails to catch fire
Anglo American’s coal spin-off Thungela Resources fails to catch fire
Investors have turned their noses up at Thungela Resources, the London-and-Johannesburg-listed South African coal business spun out of Anglo American
11 Jun 2021