Mark Lacey

Head of Commodities

Highlight

Markets

02JAN 2019

Why oil could bounce back in 2019

Following the recent oil price plunge, we look at the outlook for oil supply and demand in the coming year.

Markets

12DEC 2018

Markets

08JUN 2018

2017

DECEMBER

13DEC 2017

Markets

Outlook 2018: Gold

We see the gold market as broadly overlooked and offering great value as a portfolio hedge at current levels.

13DEC 2017

Markets

Outlook 2018: Commodities

With global inflation forecast to pick up, is it time to add exposure to commodities, where fundamentals are improving and valuations are attractive?

NOVEMBER

02NOV 2017

Watch/Listen

60 seconds on the case for gold exposure

Gold is under-owned but some exposure may be needed as inflation is building alongside other risks.

SEPTEMBER

14SEP 2017

Markets

Gold is under-owned by investors… for now

There could be a great rebalancing from passive ETFs and other traditional investments back towards gold, which would boost demand for gold and gold-related equities for years to come.

AUGUST

22AUG 2017

Markets

Market complacency could bolster case for gold

Equity valuations are extremely high and complacency stalks markets; we explain why this could be a time for gold to shine.

2016

JUNE

30JUN 2016

Brexit

What does Brexit mean for gold?

Gold is on a path back from being a forgotten asset to a core allocation in a deeply uncertain world. Brexit exacerbates trends already firmly in place.

2015

APRIL

01APR 2015

Markets

Energy markets set for oil supply shock

Cuts in oil production and rising demand for cheap crude will shock energy markets by mid 2015, prompting a brisk turn in sentiment towards battered energy markets.