Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.

Commodities

Commodities

Us and Au

Gold may be undergoing a form of reverse alchemy, with important implications for multi-asset investors.  
By Willem Klijnstra

Commodities

Gold: fading the metal’s shine

Gold has rallied strongly this year as a safe-haven asset, but its elevated price may now pose a risk for investors chasing its performance.  ;
By Willem Klijnstra

Commodities

Why the oil sector shouldn’t reinvent itself through renewables

Why ‘going green’ doesn’t require reinvention – even for oil companies.;
By Nick Stansbury

Commodities

Oil and Gold. A Risky Business

Beware the herd. Gold seems to be one of the most loved trade ideas right now, which for us is a warning sign and leads us to look elsewhere. Equally, the market was very quick to discount US-Iran tensions, suggesting a high degree of common thinking there too. Here's why popular ideas worry us and what we think that means right now.;
By John Roe

Commodities

Oil be damned

The attack on two Saudi oil facilities has led to a spike in oil prices and delivered another shock to a world economy already suffering from a plethora of downside risks. Is this the tipping point towards recession?;
By Tim Drayson

Commodities

Gold – has it lost its shine?

The gold price has taken a tumble this year. But does it hold a precious place in portfolios?;
By Aimee Bowkett

Commodities

Gold – has it lost its shine?

The gold price has taken a tumble this year. But does it hold a precious place in portfolios?;
By Aimee Bowkett

Commodities

Hot commodities

After a five-year bear market, commodities are showing signs of recovery with record inflows. What has driven this recent strong performance?
By Rahul Bhushan

Commodities

Could unreliable weather be a reliable return source?

True diversification requires looking for independent return streams. You normally cannot rely on the weather, but in investments that lack of reliability is an interesting feature.     
By Willem Klijnstra

Commodities

Oil’s well that ends well

Even though tensions in the Middle East have helped pep up prices of late, the shale revolution has brought down medium-term risks to oil prices and dramatically reduced future price expectations.;
By John Roe

Commodities

Champions League clique

The rise of Chelsea and Man City shows that it takes a lot of money to break into the Champions League elite, but once you're there, it creates a virtuous circle. The same is true for inflation. There is a self-reinforcing loop of high inflation expectations, wages and prices. But the 2014 oil shock looks to have knocked the US and Japan out. Consumers' inflation expectations remain stubbornly low.;
By James Carrick

Commodities

Gaming Saudi oil production

OPEC members have a long history of breaching production quotas, which contributes to scepticism about current cuts. Game theory explains why this pattern persists and also why the Saudis often act, as cartel leader, if it becomes too widespread.;
By John Roe

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