Commodities & Resources

European equities continue to perform in Tactical Asset Allocator

European equities continue to perform in Tactical Asset Allocator

The experts are almost unanimous: that the UK is in for a solid bull market. Sarasin & Partners says annual equity returns of 12% are not unrealistic over the next few years.

It bases its model on conservative assumptions, such as a dividend yield of 2.5% (an estimate that excludes share buybacks, which reduce the number of shares in circulation and therefore boost payout per share), real dividend growth of 3.5% (also understated compared with the IMF's forecast GDP growth of 3.8%) and inflation using forecasts based on a figure of 2.5%.

Viewpoint: Which asset class will you choose for your ISA?

Viewpoint: Which asset class will you choose for your ISA?

Fidelity's Tom Stevenson talks through the outlook for the five main types of asset for ISA portfolios over the next year.

Viewpoint: Resources outperforms despite volatile start to the year

Viewpoint: Resources outperforms despite volatile start to the year

The resources sector, an industry driven by increasing risk appetite and emerging market optimism has outperformed so far this year, despite the unstable environment.

Edmond Jackson's Stockwatch: AstraZeneca has limited downside in market crisis

Edmond Jackson's Stockwatch: AstraZeneca has limited downside in market crisis

AstraZeneca's yield and exposure to major health issues means its downside ought to be relatively limited in a serious market downside break.

Edmond Jackson's Stockwatch: GCM spike "pump and dump" or reality check?

Edmond Jackson's Stockwatch: GCM Resources spike "pump and dump" or reality chec

Should GCM Resources' spike show the realities of investing in developing countries and prompt a review on the mitigation of risk?

Viewpoint: The power of shale

Viewpoint: The power of shale

Ken Fisher says fracking can have the same positive effect on Britain as it did on the US, bringing lower energy prices and more jobs.

Gold and silver will shine again in 2014

Gold and silver will shine again in 2014

Commodity prices have taken a battering, but the double whammy of QE tapering and economic recovery may change that.

Spotlight on New City recovery

History shows that gambling against the crowd is one approach that pays.

Growth may be an elusive commodity for investors in City Natural Resources High Yield, but its manager is proving no slouch for income.

View from the top: Sula Iron & Gold interview

View from the top: Sula Iron & Gold interview

Julie Fisher finds out what the future holds for Sula as it prepares its sole project in Sierra Leone for development within the next 18 months.

Viewpoint: Market recognition a catalyst for mining recovery?

Viewpoint: Market recognition catalyst for mining recovery?

With analysts upgrading their mining company outlooks to factor in the return of cash to shareholders, the sector is looking very attractive.

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