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Commodities

Gold and Precious Metals: Relationship on the rocks

Precious metals equities have re-rated to historical peaks or above. Morgan Stanley lifts its bull cases to reflect this, but still the risk reward is unappealing bar continued commodity price rises. MS downgrades Randgold to UW, with Centamin most and Fresnillo least preferred.

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Gold to outshine gold miners

Stronger Q1 2016 earnings coupled with the rising price of gold helped improve sentiment towards gold miners, driving the rally so far.

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How to lower volatility

Single commodities are subject to specific and sometimes unique factors which drive price trends to be distinct and for volatility to be elevated.

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Oil, back to balance?

Over the last three weeks oil markets have peaked. The Brent oil price has gained 30% and is currently trading at USD 40.50/ bbl.

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Commodity prices bottoming out

Major commodity prices are showing signs of recovery. Both oil benchmarks along with most metals have been posting positive returns for at least the third consecutive week.

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