Mark Lacey

Head of Commodities

Highlight

Economic Views

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.

Alternatives

12DEC 2018

Equities

08JUN 2018

2017

DECEMBER

13DEC 2017

Equities

Outlook 2018: Gold

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

13DEC 2017

Alternatives

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

Alternatives

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

Alternatives

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.